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Legacy Wealth Asset Management’s Medtronic MDT Stock Holding History

Legacy Wealth Asset Management’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 		$2.1M Buy
24,310
+526
+2% +$46.4K 0.46% 47
2026
Q2 		$1.86M Sell
23,784
-29
-0.1% -$2.34K 0.41% 55
2026
Q1 		$2.06M Buy
23,813
+7,234
+44% +$693K 0.5% 38
2025
Q4 		$1.59M Sell
16,579
-106
-0.6% -$10.3K 0.39% 58
2025
Q3 		$1.59M Sell
16,685
-250
-1% -$23K 0.39% 61
2025
Q2 		$1.48M Buy
16,935
+10
+0.1% +$848 0.38% 65
2025
Q1 		$1.52M Sell
16,925
-3
-0% -$268 0.42% 65
2024
Q4 		$1.35M Sell
16,928
-95
-0.6% -$8.22K 0.37% 65
2024
Q3 		$1.53M Sell
17,023
-1,076
-6% -$90.5K 0.41% 67
2024
Q2 		$1.42M Buy
18,099
+214
+1% +$17.5K 0.4% 68
2024
Q1 		$1.56M Buy
17,885
+313
+2% +$26.7K 0.43% 58
2023
Q4 		$1.45M Sell
17,572
-845
-5% -$64.4K 0.48% 58
2023
Q3 		$1.44M Sell
18,417
-2,899
-14% -$243K 0.53% 51
2023
Q2 		$1.88M Sell
21,316
-4,545
-18% -$391K 0.66% 32
2023
Q1 		$2.08M Sell
25,861
-15
-0.1% -$1.22K 0.75% 19
2022
Q4 		$2.01M Sell
25,876
-75
-0.3% -$6.08K 0.77% 19
2022
Q3 		$2.1M Sell
25,951
-753
-3% -$67.7K 0.92% 9
2022
Q2 		$2.4M Buy
26,704
+107
+0.4% +$10.8K 0.97% 13
2022
Q1 		$2.95M Buy
26,597
+183
+0.7% +$19.3K 1.05% 11
2021
Q4 		$2.73M Buy
26,414
+1,181
+5% +$137K 0.93% 12
2021
Q3 		$3.16M Sell
25,233
-113
-0.4% -$14.6K 1.45% 6
2021
Q2 		$3.15M Buy
25,346
+119
+0.5% +$14.9K 1.4% 5
2021
Q1 		$2.98M Buy
25,227
+8,797
+54% +$1.03M 1.38% 6
2020
Q4 		$1.93M Buy
+16,430
New +$1.81M 0.97% 11

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 Wealth Asset Management's MDT Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Medtronic (MDT) stake by 2.2% in Q3 2026, buying an estimated $46.4K and bringing the position to 24,310 shares worth $2.1M. The position accounts for 0.46% of the portfolio, ranked #47.

Legacy Wealth Asset Management first reported a position in MDT in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.16M in Q3 2021. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Legacy Wealth Asset Management held 24,310 shares of Medtronic worth $2.1M as of Q3 2026.
  • Legacy Wealth Asset Management bought 526 Medtronic shares in Q3 2026, an estimated $46.4K.
  • Medtronic made up 0.46% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #47 holding.
  • Legacy Wealth Asset Management first reported a position in Medtronic in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Medtronic position peaked at $3.16M in Q3 2021.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.