Meriwether Wealth & Planning’s Medtronic MDT Stock Holding History

Meriwether Wealth & Planning’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	$1.03M	Sell	11,892 -552	-4%	-$48.6K	0.46%	36
2026 Q2	$973K	Buy	12,444 +2,617	+27%	+$211K	0.48%	40
2026 Q1	$852K	Buy	9,827 +239	+2%	+$22.9K	0.47%	43
2025 Q4	$921K	Buy	9,588 +117	+1%	+$11.4K	0.52%	38
2025 Q3	$902K	Sell	9,471 -144	-1%	-$13.2K	0.52%	37
2025 Q2	$838K	Sell	9,615 -723	-7%	-$61.3K	0.53%	38
2025 Q1	$929K	Buy	10,338 +1,357	+15%	+$121K	0.61%	37
2024 Q4	$717K	Buy	+8,981	New	+$777K	0.51%	44

Other funds holding MDT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Meriwether Wealth & Planning's MDT Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Medtronic (MDT) stake by 4.4% in Q3 2026, selling an estimated $48.6K and leaving 11,892 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #36.

Meriwether Wealth & Planning first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. 403 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Meriwether Wealth & Planning held 11,892 shares of Medtronic worth $1.03M as of Q3 2026.
Meriwether Wealth & Planning sold 552 Medtronic shares in Q3 2026, an estimated $48.6K.
Medtronic made up 0.46% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #36 holding.
Meriwether Wealth & Planning first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
403 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.