MAM
MDT icon

Milestone Asset Management’s Medtronic MDT Stock Holding History

Milestone Asset 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 		$874K Sell
10,127
-2,521
-20% -$222K 0.14% 144
2026
Q2 		$989K Buy
+12,648
New +$1.02M 0.16% 140

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
SRIM
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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Milestone Asset Management's MDT Position: Q3 2026 in Review

Milestone Asset Management reduced its Medtronic (MDT) stake by 20% in Q3 2026, selling an estimated $222K and leaving 10,127 shares worth $874K. The position accounts for 0.14% of the portfolio, ranked #144.

Milestone Asset Management first reported a position in MDT in Q2 2026 and has held it in 2 quarters since. The position peaked at $989K in Q2 2026. 353 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Milestone Asset Management held 10,127 shares of Medtronic worth $874K as of Q3 2026.
  • Milestone Asset Management sold 2,521 Medtronic shares in Q3 2026, an estimated $222K.
  • Medtronic made up 0.14% of Milestone Asset Management's portfolio in Q3 2026, its #144 holding.
  • Milestone Asset Management first reported a position in Medtronic in Q2 2026 and has held it in 2 quarters since.
  • Milestone Asset Management's Medtronic position peaked at $989K in Q2 2026.
  • 353 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.