Pines Wealth Management’s Medtronic MDT Stock Holding History

Pines 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	$291K	Sell	3,373 -146	-4%	-$12.9K	0.08%	182
2026 Q2	$275K	Sell	3,519 -1,654	-32%	-$133K	0.08%	190
2026 Q1	$448K	Buy	5,173 +355	+7%	+$34K	0.15%	141
2025 Q4	$463K	Buy	4,818 +227	+5%	+$22K	0.15%	138
2025 Q3	$437K	Sell	4,591 -2,692	-37%	-$247K	0.15%	140
2025 Q2	$644K	Buy	7,283 +920	+14%	+$78K	0.23%	108
2025 Q1	$521K	Buy	6,363 +2,515	+65%	+$225K	0.24%	102
2024 Q4	$310K	Buy	+3,848	New	+$333K	0.14%	156

Other funds holding MDT

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

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

Pines Wealth Management reduced its Medtronic (MDT) stake by 4.1% in Q3 2026, selling an estimated $12.9K and leaving 3,373 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #182.

Pines Wealth Management first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $644K in Q2 2025. 917 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Pines Wealth Management held 3,373 shares of Medtronic worth $291K as of Q3 2026.
Pines Wealth Management sold 146 Medtronic shares in Q3 2026, an estimated $12.9K.
Medtronic made up 0.08% of Pines Wealth Management's portfolio in Q3 2026, its #182 holding.
Pines Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Medtronic position peaked at $644K in Q2 2025.
917 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.