LVW Advisors
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LVW Advisors’s Medtronic MDT Stock Holding History

LVW Advisors’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 		$716K Buy
8,302
+164
+2% +$14.5K 0.06% 200
2026
Q2 		$637K Sell
8,138
-5,237
-39% -$422K 0.06% 193
2026
Q1 		$1.16M Sell
13,375
-16,120
-55% -$1.54M 0.11% 101
2025
Q4 		$2.83M Sell
29,495
-1,415
-5% -$137K 0.29% 45
2025
Q3 		$2.94M Buy
30,910
+3,021
+11% +$278K 0.3% 45
2025
Q2 		$2.43M Buy
27,889
+3,290
+13% +$279K 0.27% 51
2025
Q1 		$2.21M Buy
24,599
+4,892
+25% +$438K 0.26% 51
2024
Q4 		$1.57M Buy
19,707
+1,358
+7% +$118K 0.19% 79
2024
Q3 		$1.65M Buy
18,349
+6,231
+51% +$524K 0.21% 75
2024
Q2 		$954K Sell
12,118
-3,774
-24% -$309K 0.14% 99
2024
Q1 		$1.38M Buy
15,892
+3,271
+26% +$279K 0.23% 71
2023
Q4 		$1.04M Sell
12,621
-7,437
-37% -$567K 0.19% 82
2023
Q3 		$1.57M Sell
20,058
-9,407
-32% -$787K 0.32% 67
2023
Q2 		$2.6M Sell
29,465
-1,110
-4% -$95.6K 0.5% 56
2023
Q1 		$2.46M Buy
30,575
+6,612
+28% +$539K 0.48% 53
2022
Q4 		$1.86M Sell
23,963
-3,028
-11% -$245K 0.38% 67
2022
Q3 		$2.18M Sell
26,991
-506
-2% -$45.5K 0.49% 55
2022
Q2 		$2.47M Buy
27,497
+2,254
+9% +$228K 0.5% 56
2022
Q1 		$2.8M Buy
25,243
+1,418
+6% +$150K 0.47% 57
2021
Q4 		$2.46M Sell
23,825
-1,649
-6% -$191K 0.42% 53
2021
Q3 		$3.19M Sell
25,474
-28
-0.1% -$3.62K 0.55% 50
2021
Q2 		$3.17M Sell
25,502
-658
-3% -$82.6K 0.56% 50
2021
Q1 		$3.09M Sell
26,160
-157
-0.6% -$18.4K 0.59% 49
2020
Q4 		$3.08M Buy
26,317
+861
+3% +$94.8K 0.62% 43
2020
Q3 		$2.64M Buy
25,456
+448
+2% +$45K 0.58% 49
2020
Q2 		$2.29M Buy
+25,008
New +$2.4M 0.55% 48

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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

LVW Advisors's MDT Position: Q3 2026 in Review

LVW Advisors increased its Medtronic (MDT) stake by 2% in Q3 2026, buying an estimated $14.5K and bringing the position to 8,302 shares worth $716K. The position accounts for 0.06% of the portfolio, ranked #200.

LVW Advisors first reported a position in MDT in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.19M in Q3 2021. 1,475 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • LVW Advisors held 8,302 shares of Medtronic worth $716K as of Q3 2026.
  • LVW Advisors bought 164 Medtronic shares in Q3 2026, an estimated $14.5K.
  • Medtronic made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #200 holding.
  • LVW Advisors first reported a position in Medtronic in Q2 2020 and has held it in 26 quarters since.
  • LVW Advisors's Medtronic position peaked at $3.19M in Q3 2021.
  • 1,475 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.