Moran Wealth Management
MDT icon

Moran Wealth Management’s Medtronic MDT Stock Holding History

Moran 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 		$13M Buy
150,219
+1,851
+1% +$163K 0.36% 96
2026
Q2 		$11.6M Buy
148,368
+1,835
+1% +$148K 0.32% 107
2026
Q1 		$12.7M Sell
146,533
-4,909
-3% -$470K 0.39% 81
2025
Q4 		$14.5M Sell
151,442
-3,220
-2% -$313K 0.45% 69
2025
Q3 		$14.7M Sell
154,662
-231
-0.1% -$21.2K 0.44% 72
2025
Q2 		$13.5M Sell
154,893
-4,834
-3% -$410K 0.42% 73
2025
Q1 		$14.4M Buy
159,727
+25,602
+19% +$2.29M 0.48% 65
2024
Q4 		$10.7M Sell
134,125
-87,564
-39% -$7.58M 0.34% 102
2024
Q3 		$20M Sell
221,689
-949
-0.4% -$79.8K 0.61% 48
2024
Q2 		$17.5M Buy
222,638
+9,978
+5% +$818K 0.58% 51
2024
Q1 		$18.5M Buy
+212,660
New +$18.1M 0.6% 49

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

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

Moran Wealth Management increased its Medtronic (MDT) stake by 1.2% in Q3 2026, buying an estimated $163K and bringing the position to 150,219 shares worth $13M. The position accounts for 0.36% of the portfolio, ranked #96.

Moran Wealth Management first reported a position in MDT in Q1 2024 and has held it in 11 quarters since. The position peaked at $20M in Q3 2024. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Moran Wealth Management held 150,219 shares of Medtronic worth $13M as of Q3 2026.
  • Moran Wealth Management bought 1,851 Medtronic shares in Q3 2026, an estimated $163K.
  • Medtronic made up 0.36% of Moran Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Moran Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 11 quarters since.
  • Moran Wealth Management's Medtronic position peaked at $20M in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.