Maia Wealth’s Medtronic MDT Stock Holding History

Maia Wealth’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	$307K	Sell	3,558 -667	-16%	-$58.8K	0.04%	275
2026 Q2	$331K	Sell	4,225 -189	-4%	-$15.2K	0.05%	280
2026 Q1	$382K	Sell	4,414 -31	-0.7%	-$2.97K	0.06%	255
2025 Q4	$448K	Buy	4,445 +1,522	+52%	+$148K	0.08%	226
2025 Q3	$271K	Buy	2,923 +35	+1%	+$3.22K	0.05%	294
2025 Q2	$252K	Sell	2,888 -595	-17%	-$50.5K	0.05%	278
2025 Q1	$293K	Buy	3,483 +143	+4%	+$12.8K	0.07%	233
2024 Q4	$309K	Buy	3,340 +1,013	+44%	+$87.7K	0.07%	222
2024 Q3	$212K	Buy	+2,327	New	+$196K	0.05%	244

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Maia Wealth's MDT Position: Q3 2026 in Review

Maia Wealth reduced its Medtronic (MDT) stake by 16% in Q3 2026, selling an estimated $58.8K and leaving 3,558 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #275.

Maia Wealth first reported a position in MDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $448K in Q4 2025. 1,360 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Maia Wealth held 3,558 shares of Medtronic worth $307K as of Q3 2026.
Maia Wealth sold 667 Medtronic shares in Q3 2026, an estimated $58.8K.
Medtronic made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #275 holding.
Maia Wealth first reported a position in Medtronic in Q3 2024 and has held it in 9 quarters since.
Maia Wealth's Medtronic position peaked at $448K in Q4 2025.
1,360 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.