Patrick M. Sweeney & Associates
MDT icon

Patrick M. Sweeney & Associates’s Medtronic MDT Stock Holding History

Patrick M. Sweeney & Associates’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 		$612K Buy
7,094
+100
+1% +$8.81K 0.35% 72
2026
Q2 		$547K Sell
6,994
-260
-4% -$21K 0.31% 81
2026
Q1 		$629K Sell
7,254
-10
-0.1% -$958 0.4% 64
2025
Q4 		$698K Buy
7,264
+30
+0.4% +$2.91K 0.44% 60
2025
Q3 		$689K Buy
7,234
+80
+1% +$7.35K 0.45% 56
2025
Q2 		$632K Buy
7,154
+200
+3% +$17K 0.44% 59
2025
Q1 		$625K Hold
6,954
– – 0.47% 54
2024
Q4 		$555K Buy
6,954
+455
+7% +$39.4K 0.42% 65
2024
Q3 		$585K Buy
6,499
+444
+7% +$37.4K 0.43% 62
2024
Q2 		$477K Buy
6,055
+305
+5% +$25K 0.39% 69
2024
Q1 		$511K Buy
5,750
+125
+2% +$10.7K 0.42% 64
2023
Q4 		$463K Buy
+5,625
New +$429K 0.42% 62

Other funds holding MDT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Patrick M. Sweeney & Associates's MDT Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Medtronic (MDT) stake by 1.4% in Q3 2026, buying an estimated $8.81K and bringing the position to 7,094 shares worth $612K. The position accounts for 0.35% of the portfolio, ranked #72.

Patrick M. Sweeney & Associates first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $698K in Q4 2025. 1,271 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Patrick M. Sweeney & Associates held 7,094 shares of Medtronic worth $612K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 100 Medtronic shares in Q3 2026, an estimated $8.81K.
  • Medtronic made up 0.35% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #72 holding.
  • Patrick M. Sweeney & Associates first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
  • Patrick M. Sweeney & Associates's Medtronic position peaked at $698K in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.