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Partnership Wealth Management’s Medtronic MDT Stock Holding History

Partnership Wealth Management’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 		$1.36M Sell
15,708
-487
-3% -$42.9K 0.97% 22
2026
Q2 		$1.27M Buy
16,195
+717
+5% +$57.8K 0.86% 24
2026
Q1 		$1.34M Sell
15,478
-607
-4% -$58.1K 1.02% 21
2025
Q4 		$1.55M Buy
16,085
+759
+5% +$73.7K 1.11% 21
2025
Q3 		$1.46M Sell
15,326
-74
-0.5% -$6.8K 1.12% 21
2025
Q2 		$1.34M Sell
15,400
-133
-0.9% -$11.3K 1.09% 22
2025
Q1 		$1.4M Buy
15,533
+221
+1% +$19.8K 1.18% 21
2024
Q4 		$1.22M Buy
15,312
+4,828
+46% +$418K 1.02% 25
2024
Q3 		$944K Sell
10,484
-6,007
-36% -$505K 0.67% 30
2024
Q2 		$1.3M Sell
16,491
-5,961
-27% -$489K 0.96% 28
2024
Q1 		$1.96M Buy
22,452
+21,465
+2,175% +$1.83M 1.37% 26
2023
Q4 		$86.4K Buy
+987
New +$75.2K 0.07% 124

Other funds holding MDT

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Partnership Wealth Management's MDT Position: Q3 2026 in Review

Partnership Wealth Management reduced its Medtronic (MDT) stake by 3% in Q3 2026, selling an estimated $42.9K and leaving 15,708 shares worth $1.36M. The position accounts for 0.97% of the portfolio, ranked #22.

Partnership Wealth Management first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.96M in Q1 2024. 33 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Partnership Wealth Management held 15,708 shares of Medtronic worth $1.36M as of Q3 2026.
  • Partnership Wealth Management sold 487 Medtronic shares in Q3 2026, an estimated $42.9K.
  • Medtronic made up 0.97% of Partnership Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Partnership Wealth Management first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
  • Partnership Wealth Management's Medtronic position peaked at $1.96M in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

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