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Legacy Trust’s Medtronic MDT Stock Holding History

Legacy Trust’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 		$250K Sell
2,587
-8
-0.3% -$705 0.04% 204
2026
Q2 		$203K Sell
2,595
-636
-20% -$51.3K 0.04% 207
2026
Q1 		$280K Sell
3,231
-10
-0.3% -$958 0.05% 179
2025
Q4 		$311K Buy
3,241
+55
+2% +$5.34K 0.06% 164
2025
Q3 		$303K Buy
+3,186
New +$293K 0.06% 159

Other funds holding MDT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Trust's MDT Position: Q3 2026 in Review

Legacy Trust reduced its Medtronic (MDT) stake by 0.31% in Q3 2026, selling an estimated $705 and leaving 2,587 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #204.

Legacy Trust first reported a position in MDT in Q3 2025 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Legacy Trust held 2,587 shares of Medtronic worth $250K as of Q3 2026.
  • Legacy Trust sold 8 Medtronic shares in Q3 2026, an estimated $705.
  • Medtronic made up 0.04% of Legacy Trust's portfolio in Q3 2026, its #204 holding.
  • Legacy Trust first reported a position in Medtronic in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's Medtronic position peaked at $311K in Q4 2025.
  • 1,360 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.