Lantz Financial’s Medtronic MDT Stock Holding History

Lantz Financial’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$624K	Sell	7,229 -38	-0.5%	-$3.35K	0.11%	158
2026 Q2	$568K	Buy	7,267 +3,217	+79%	+$260K	0.1%	165
2026 Q1	$351K	Buy	4,050 +1,874	+86%	+$180K	0.07%	196
2025 Q4	$209K	Buy	+2,176	New	+$211K	0.04%	243
2025 Q2	–	Sell	-2,328	Closed	-$209K	–	240
2025 Q1	$209K	Buy	+2,328	New	+$208K	0.06%	208
2024 Q1	–	Sell	-3,434	Closed	-$283K	–	210
2023 Q4	$283K	Buy	3,434 +55	+2%	+$4.19K	0.1%	164
2023 Q3	$265K	Buy	3,379 +335	+11%	+$28K	0.11%	155
2023 Q2	$268K	Buy	3,044 +88	+3%	+$7.58K	0.11%	159
2023 Q1	$238K	Sell	2,956 -50	-2%	-$4.08K	0.1%	164
2022 Q4	$234K	Buy	+3,006	New	+$244K	0.11%	159

Other funds holding MDT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Lantz Financial's MDT Position: Q3 2026 in Review

Lantz Financial reduced its Medtronic (MDT) stake by 0.52% in Q3 2026, selling an estimated $3.35K and leaving 7,229 shares worth $624K. The position accounts for 0.11% of the portfolio, ranked #158.

Lantz Financial first reported a position in MDT in Q4 2022 and has held it in 10 quarters since. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Lantz Financial held 7,229 shares of Medtronic worth $624K as of Q3 2026.
Lantz Financial sold 38 Medtronic shares in Q3 2026, an estimated $3.35K.
Medtronic made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #158 holding.
Lantz Financial first reported a position in Medtronic in Q4 2022 and has held it in 10 quarters since.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.