Legacy Advisory Services’s Medtronic MDT Stock Holding History

Legacy Advisory Services’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	$402K	Sell	4,660 -354	-7%	-$31.2K	0.29%	56
2026 Q2	$392K	Sell	5,014 -351	-7%	-$28.3K	0.28%	34
2026 Q1	$465K	Sell	5,365 -651	-11%	-$62.4K	0.35%	29
2025 Q4	$578K	Hold	6,016	–	–	0.43%	27
2025 Q3	$573K	Hold	6,016	–	–	0.43%	27
2025 Q2	$524K	Hold	6,016	–	–	0.42%	28
2025 Q1	$541K	Buy	6,016 +1,432	+31%	+$128K	0.46%	23
2024 Q4	$366K	Sell	4,584 -1	-0%	-$87	0.31%	42
2024 Q3	$413K	Hold	4,585	–	–	0.35%	38
2024 Q2	$361K	Hold	4,585	–	–	0.33%	39
2024 Q1	$400K	Sell	4,585 -76	-2%	-$6.49K	0.38%	39
2023 Q4	$384K	Buy	+4,661	New	+$355K	0.41%	35

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

Legacy Advisory Services's MDT Position: Q3 2026 in Review

Legacy Advisory Services reduced its Medtronic (MDT) stake by 7.1% in Q3 2026, selling an estimated $31.2K and leaving 4,660 shares worth $402K. The position accounts for 0.29% of the portfolio, ranked #56.

Legacy Advisory Services first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $578K in Q4 2025. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Legacy Advisory Services held 4,660 shares of Medtronic worth $402K as of Q3 2026.
Legacy Advisory Services sold 354 Medtronic shares in Q3 2026, an estimated $31.2K.
Medtronic made up 0.29% of Legacy Advisory Services's portfolio in Q3 2026, its #56 holding.
Legacy Advisory Services first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
Legacy Advisory Services's Medtronic position peaked at $578K in Q4 2025.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.