NovaPoint Capital
MDT icon

NovaPoint Capital’s Medtronic MDT Stock Holding History

NovaPoint Capital’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 		$4.3M Buy
49,873
+989
+2% +$87.2K 0.93% 43
2026
Q2 		$3.82M Buy
48,884
+4,828
+11% +$389K 0.8% 42
2026
Q1 		$3.82M Buy
44,056
+2,930
+7% +$281K 0.96% 47
2025
Q4 		$3.95M Buy
41,126
+1,286
+3% +$125K 1.02% 43
2025
Q3 		$3.79M Buy
39,840
+4,650
+13% +$427K 0.93% 42
2025
Q2 		$3.07M Buy
35,190
+2,114
+6% +$179K 0.94% 44
2025
Q1 		$2.97M Buy
33,076
+591
+2% +$52.9K 0.92% 45
2024
Q4 		$2.59M Buy
32,485
+1,233
+4% +$107K 0.79% 48
2024
Q3 		$2.81M Buy
31,252
+1,734
+6% +$146K 0.87% 46
2024
Q2 		$2.32M Buy
29,518
+1,007
+4% +$82.6K 0.79% 49
2024
Q1 		$2.48M Sell
28,511
-2,542
-8% -$217K 0.87% 45
2023
Q4 		$2.56M Sell
31,053
-1,580
-5% -$120K 0.95% 45
2023
Q3 		$2.56M Buy
32,633
+1,953
+6% +$163K 1.02% 41
2023
Q2 		$2.7M Sell
30,680
-370
-1% -$31.9K 1.01% 39
2023
Q1 		$2.5M Buy
31,050
+1,728
+6% +$141K 1.03% 39
2022
Q4 		$2.28M Buy
29,322
+1,362
+5% +$110K 1% 45
2022
Q3 		$2.26M Buy
27,960
+568
+2% +$51K 1.03% 41
2022
Q2 		$2.46M Buy
27,392
+1,914
+8% +$194K 1.07% 38
2022
Q1 		$2.83M Buy
25,478
+1,567
+7% +$166K 1.03% 43
2021
Q4 		$2.47M Buy
23,911
+3,126
+15% +$362K 0.89% 45
2021
Q3 		$2.6M Buy
20,785
+146
+0.7% +$18.9K 1.05% 38
2021
Q2 		$2.56M Buy
20,639
+787
+4% +$98.8K 1.06% 41
2021
Q1 		$2.34M Sell
19,852
-95
-0.5% -$11.1K 1.1% 42
2020
Q4 		$2.34M Buy
19,947
+3,665
+23% +$403K 1.22% 37
2020
Q3 		$1.69M Buy
16,282
+1,358
+9% +$136K 1.1% 40
2020
Q2 		$1.37M Buy
14,924
+930
+7% +$89.2K 1.02% 43
2020
Q1 		$1.26M Buy
13,994
+4
+0% +$426 1.15% 33
2019
Q4 		$1.59M Buy
+13,990
New +$1.54M 1.24% 41

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

NovaPoint Capital's MDT Position: Q3 2026 in Review

NovaPoint Capital increased its Medtronic (MDT) stake by 2% in Q3 2026, buying an estimated $87.2K and bringing the position to 49,873 shares worth $4.3M. The position accounts for 0.93% of the portfolio, ranked #43.

NovaPoint Capital first reported a position in MDT in Q4 2019 and has held it in 28 quarters since. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • NovaPoint Capital held 49,873 shares of Medtronic worth $4.3M as of Q3 2026.
  • NovaPoint Capital bought 989 Medtronic shares in Q3 2026, an estimated $87.2K.
  • Medtronic made up 0.93% of NovaPoint Capital's portfolio in Q3 2026, its #43 holding.
  • NovaPoint Capital first reported a position in Medtronic in Q4 2019 and has held it in 28 quarters since.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.