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Mascoma Wealth Management’s Medtronic MDT Stock Holding History

Mascoma Wealth 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 		$1.12K Sell
13
-4
-24% -$353 ﹤0.01% 491
2026
Q2 		$1.33K Buy
+17
New +$1.37K ﹤0.01% 484
2026
Q1 		– Sell
-16
Closed -$1.54K – 531
2025
Q4 		$1.54K Buy
+16
New +$1.55K ﹤0.01% 427
2025
Q1 		– Sell
-37
Closed -$2.96K – 521
2024
Q4 		$2.96K Buy
+37
New +$3.2K ﹤0.01% 450
2024
Q3 		– Sell
-110
Closed -$8.66K – 476
2024
Q2 		$8.66K Hold
110
– – ﹤0.01% 350
2024
Q1 		$9.6K Hold
110
– – ﹤0.01% 317
2023
Q4 		$9.06K Sell
110
-110
-50% -$8.38K ﹤0.01% 325
2023
Q3 		$17.2K Hold
220
– – 0.01% 285
2023
Q2 		$18.1K Sell
220
-92
-29% -$7.92K 0.01% 275
2023
Q1 		$28.4K Hold
312
– – 0.01% 299
2022
Q4 		$24.2K Sell
312
-50
-14% -$4.05K 0.01% 312
2022
Q3 		$29K Sell
362
-24
-6% -$2.16K 0.01% 294
2022
Q2 		$35K Sell
386
-8
-2% -$811 0.01% 287
2022
Q1 		$44K Buy
394
+116
+42% +$12.3K 0.01% 278
2021
Q4 		$29K Buy
278
+8
+3% +$926 0.01% 282
2021
Q3 		$34K Buy
+270
New +$34.9K 0.01% 240
2021
Q2 		– Sell
-270
Closed -$32K – 314
2021
Q1 		$32K Buy
+270
New +$31.6K 0.01% 254
2019
Q1 		– Sell
-130
Closed -$12K – 407
2018
Q4 		$12K Sell
130
-143
-52% -$13.4K 0.01% 247
2018
Q3 		$27K Hold
273
– – 0.02% 211
2018
Q2 		$23K Hold
273
– – 0.02% 213
2018
Q1 		$22K Hold
273
– – 0.01% 214
2017
Q4 		$23K Buy
273
+40
+17% +$3.2K 0.01% 204
2017
Q3 		$18K Hold
233
– – 0.01% 240
2017
Q2 		$21K Sell
233
-600
-72% -$50.6K 0.01% 234
2017
Q1 		$67K Hold
833
– – 0.05% 126
2016
Q4 		$59K Buy
+833
New +$65.4K 0.04% 133

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

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

Mascoma Wealth Management reduced its Medtronic (MDT) stake by 24% in Q3 2026, selling an estimated $353 and leaving 13 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Mascoma Wealth Management first reported a position in MDT in Q4 2016 and has held it in 26 quarters since. The position peaked at $67K in Q1 2017. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Mascoma Wealth Management held 13 shares of Medtronic worth $1.12K as of Q3 2026.
  • Mascoma Wealth Management sold 4 Medtronic shares in Q3 2026, an estimated $353.
  • Medtronic made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #491 holding.
  • Mascoma Wealth Management first reported a position in Medtronic in Q4 2016 and has held it in 26 quarters since.
  • Mascoma Wealth Management's Medtronic position peaked at $67K in Q1 2017.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.