Olistico Wealth
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Olistico Wealth’s Medtronic MDT Stock Holding History

Olistico Wealth’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 		$15.5K Hold
180
– – 0.01% 235
2026
Q2 		$14.1K Hold
180
– – 0.01% 230
2026
Q1 		$15.6K Hold
180
– – 0.01% 230
2025
Q4 		$17.3K Buy
+180
New +$17.5K 0.01% 222
2025
Q3 		– Sell
-220
Closed -$19.2K – 242
2025
Q2 		$19.2K Sell
220
-351
-61% -$29.8K 0.01% 229
2025
Q1 		$51.3K Hold
571
– – 0.03% 159
2024
Q4 		$45.6K Hold
571
– – 0.03% 164
2024
Q3 		$51.4K Hold
571
– – 0.03% 158
2024
Q2 		$44.9K Buy
+571
New +$46.8K 0.03% 170

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

Olistico Wealth's MDT Position: Q3 2026 in Review

Olistico Wealth held its Medtronic (MDT) position steady in Q3 2026 at 180 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #235.

Olistico Wealth first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $51.4K in Q3 2024. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Olistico Wealth held 180 shares of Medtronic worth $15.5K as of Q3 2026.
  • Olistico Wealth left its Medtronic share count unchanged in Q3 2026.
  • Medtronic made up 0.01% of Olistico Wealth's portfolio in Q3 2026, its #235 holding.
  • Olistico Wealth first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Medtronic position peaked at $51.4K in Q3 2024.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.