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Matthew Hamilton Rosenberg’s Medtronic MDT Stock Holding History

Matthew Hamilton Rosenberg’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 		$60K Buy
695
+276
+66% +$24.3K 0.01% 424
2026
Q2 		$32.8K Sell
419
-691
-62% -$55.7K 0.01% 489
2026
Q1 		$96.2K Buy
1,110
+56
+5% +$5.37K 0.02% 332
2025
Q4 		$101K Hold
1,054
– – 0.02% 330
2025
Q3 		$100K Hold
1,054
– – 0.02% 331
2025
Q2 		$91.9K Buy
1,054
+29
+3% +$2.46K 0.02% 349
2025
Q1 		$92.1K Buy
1,025
+29
+3% +$2.6K 0.02% 330
2024
Q4 		$79.6K Buy
996
+388
+64% +$33.6K 0.02% 345
2024
Q3 		$54.7K Hold
608
– – 0.01% 412
2024
Q2 		$46.9K Hold
608
– – 0.01% 428
2024
Q1 		$52.9K Sell
608
-117
-16% -$9.98K 0.02% 422
2023
Q4 		$59.7K Sell
725
-363
-33% -$27.7K 0.02% 398
2023
Q3 		$85.3K Buy
1,088
+133
+14% +$11.1K 0.03% 321
2023
Q2 		$84.1K Sell
955
-637
-40% -$54.8K 0.03% 332
2023
Q1 		$128K Hold
1,592
– – 0.04% 265
2022
Q4 		$124K Sell
1,592
-24
-1% -$1.95K 0.04% 265
2022
Q3 		$130K Buy
1,616
+88
+6% +$7.91K 0.05% 233
2022
Q2 		$140K Buy
1,528
+242
+19% +$24.5K 0.05% 227
2022
Q1 		$143K Buy
1,286
+94
+8% +$9.93K 0.05% 252
2021
Q4 		$123K Sell
1,192
-124
-9% -$14.4K 0.04% 261
2021
Q3 		$165K Buy
1,316
+125
+10% +$16.2K 0.07% 196
2021
Q2 		$148K Hold
1,191
– – 0.08% 191
2021
Q1 		$141K Buy
1,191
+161
+16% +$18.9K 0.08% 183
2020
Q4 		$121K Buy
1,030
+143
+16% +$15.7K 0.08% 200
2020
Q3 		$92K Hold
887
– – 0.07% 223
2020
Q2 		$81K Buy
887
+101
+13% +$9.69K 0.06% 236
2020
Q1 		$71K Buy
+786
New +$83.6K 0.07% 194

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

Matthew Hamilton Rosenberg's MDT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Medtronic (MDT) stake by 66% in Q3 2026, buying an estimated $24.3K and bringing the position to 695 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #424.

Matthew Hamilton Rosenberg first reported a position in MDT in Q1 2020 and has held it in 27 quarters since. The position peaked at $165K in Q3 2021. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 695 shares of Medtronic worth $60K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 276 Medtronic shares in Q3 2026, an estimated $24.3K.
  • Medtronic made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #424 holding.
  • Matthew Hamilton Rosenberg first reported a position in Medtronic in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Medtronic position peaked at $165K in Q3 2021.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.