Persium Advisors
MDT icon

Persium Advisors’s Medtronic MDT Stock Holding History

Persium Advisors’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 		$1.08M Buy
12,515
+748
+6% +$65.9K 0.57% 27
2026
Q2 		$921K Buy
11,767
+2,401
+26% +$194K 0.6% 34
2026
Q1 		$812K Buy
9,366
+538
+6% +$51.5K 0.64% 28
2025
Q4 		$848K Buy
8,828
+395
+5% +$38.4K 0.61% 23
2025
Q3 		$803K Buy
8,433
+487
+6% +$44.8K 0.6% 25
2025
Q2 		$693K Buy
7,946
+343
+5% +$29.1K 0.57% 26
2025
Q1 		$683K Buy
7,603
+337
+5% +$30.2K 0.65% 18
2024
Q4 		$580K Buy
+7,266
New +$629K 0.57% 30

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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Persium Advisors's MDT Position: Q3 2026 in Review

Persium Advisors increased its Medtronic (MDT) stake by 6.4% in Q3 2026, buying an estimated $65.9K and bringing the position to 12,515 shares worth $1.08M. The position accounts for 0.57% of the portfolio, ranked #27.

Persium Advisors first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Persium Advisors held 12,515 shares of Medtronic worth $1.08M as of Q3 2026.
  • Persium Advisors bought 748 Medtronic shares in Q3 2026, an estimated $65.9K.
  • Medtronic made up 0.57% of Persium Advisors's portfolio in Q3 2026, its #27 holding.
  • Persium Advisors first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • 478 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.