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Legacy Solutions LLC’s Medtronic MDT Stock Holding History

Legacy Solutions LLC’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 		$218K Buy
+2,522
New +$222K 0.17% 84
2026
Q1 		– Sell
-2,147
Closed -$206K – 83
2025
Q4 		$206K Buy
+2,147
New +$209K 0.18% 80

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Legacy Solutions LLC's MDT Position: Q3 2026 in Review

Legacy Solutions LLC opened a new position in Medtronic (MDT) in Q3 2026: 2,522 shares worth $218K. The stake represents 0.17% of the portfolio and ranks #84 among its holdings. This is a return to the name: Legacy Solutions LLC previously reported a position in MDT as recently as Q4 2025.

Legacy Solutions LLC first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Legacy Solutions LLC held 2,522 shares of Medtronic worth $218K as of Q3 2026.
  • Medtronic was a new Legacy Solutions LLC position in Q3 2026.
  • Medtronic made up 0.17% of Legacy Solutions LLC's portfolio in Q3 2026, its #84 holding.
  • Legacy Solutions LLC first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.