Optivise Advisory Services’s Medtronic MDT Stock Holding History

Optivise Advisory Services’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	$248K	Buy	2,879 +250	+10%	+$22K	0.12%	189
2026 Q2	$206K	Buy	2,629 +109	+4%	+$8.79K	0.1%	218
2026 Q1	$218K	Sell	2,520 -353	-12%	-$33.8K	0.13%	173
2025 Q4	$276K	Buy	2,873 +689	+32%	+$66.9K	0.16%	144
2025 Q3	$208K	Buy	+2,184	New	+$201K	0.12%	184

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

Optivise Advisory Services's MDT Position: Q3 2026 in Review

Optivise Advisory Services increased its Medtronic (MDT) stake by 9.5% in Q3 2026, buying an estimated $22K and bringing the position to 2,879 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #189.

Optivise Advisory Services first reported a position in MDT in Q3 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Optivise Advisory Services held 2,879 shares of Medtronic worth $248K as of Q3 2026.
Optivise Advisory Services bought 250 Medtronic shares in Q3 2026, an estimated $22K.
Medtronic made up 0.12% of Optivise Advisory Services's portfolio in Q3 2026, its #189 holding.
Optivise Advisory Services first reported a position in Medtronic in Q3 2025 and has held it in 5 quarters since.
Optivise Advisory Services's Medtronic position peaked at $276K in Q4 2025.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.