Net Worth Advisory Group’s Medtronic MDT Stock Holding History

Net Worth Advisory Group’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	$858K	Buy	9,924 +2,496	+34%	+$220K	0.22%	113
2026 Q2	$581K	Sell	7,428 -361	-5%	-$29.1K	0.15%	160
2026 Q1	$675K	Sell	7,789 -155	-2%	-$14.8K	0.14%	158
2025 Q4	$763K	Buy	7,944 +453	+6%	+$44K	0.15%	143
2025 Q3	$713K	Sell	7,491 -168	-2%	-$15.4K	0.21%	102
2025 Q2	$668K	Buy	7,659 +162	+2%	+$13.7K	0.15%	147
2025 Q1	$674K	Buy	7,497 +31	+0.4%	+$2.77K	0.21%	101
2024 Q4	$596K	Buy	7,466 +18	+0.2%	+$1.56K	0.18%	138
2024 Q3	$671K	Buy	+7,448	New	+$627K	0.2%	129

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Net Worth Advisory Group's MDT Position: Q3 2026 in Review

Net Worth Advisory Group increased its Medtronic (MDT) stake by 34% in Q3 2026, buying an estimated $220K and bringing the position to 9,924 shares worth $858K. The position accounts for 0.22% of the portfolio, ranked #113.

Net Worth Advisory Group first reported a position in MDT in Q3 2024 and has held it in 9 quarters since. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Net Worth Advisory Group held 9,924 shares of Medtronic worth $858K as of Q3 2026.
Net Worth Advisory Group bought 2,496 Medtronic shares in Q3 2026, an estimated $220K.
Medtronic made up 0.22% of Net Worth Advisory Group's portfolio in Q3 2026, its #113 holding.
Net Worth Advisory Group first reported a position in Medtronic in Q3 2024 and has held it in 9 quarters since.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.