O'Keefe Stevens Advisory’s Medtronic MDT Stock Holding History

O'Keefe Stevens Advisory’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	$1.34M	Buy	15,567 +1,843	+13%	+$162K	0.27%	42
2026 Q2	$1.07M	Buy	13,724 +512	+4%	+$41.3K	0.22%	43
2026 Q1	$1.14M	Buy	13,212 +1,125	+9%	+$108K	0.28%	41
2025 Q4	$1.16M	Buy	12,087 +721	+6%	+$70K	0.3%	35
2025 Q3	$1.08M	Buy	11,366 +248	+2%	+$22.8K	0.29%	37
2025 Q2	$969K	Buy	11,118 +1,651	+17%	+$140K	0.27%	39
2025 Q1	$851K	Buy	9,467 +2,007	+27%	+$180K	0.28%	39
2024 Q4	$596K	Buy	7,460 +2,031	+37%	+$176K	0.18%	43
2024 Q3	$489K	Buy	5,429 +1,628	+43%	+$137K	0.15%	47
2024 Q2	$299K	Buy	3,801 +1,264	+50%	+$104K	0.1%	52
2024 Q1	$221K	Buy	+2,537	New	+$217K	0.07%	59

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

O'Keefe Stevens Advisory's MDT Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Medtronic (MDT) stake by 13% in Q3 2026, buying an estimated $162K and bringing the position to 15,567 shares worth $1.34M. The position accounts for 0.27% of the portfolio, ranked #42.

O'Keefe Stevens Advisory first reported a position in MDT in Q1 2024 and has held it in 11 quarters since. 1,325 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

O'Keefe Stevens Advisory held 15,567 shares of Medtronic worth $1.34M as of Q3 2026.
O'Keefe Stevens Advisory bought 1,843 Medtronic shares in Q3 2026, an estimated $162K.
Medtronic made up 0.27% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #42 holding.
O'Keefe Stevens Advisory first reported a position in Medtronic in Q1 2024 and has held it in 11 quarters since.
1,325 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.