Polaris Financial Partners’s Medtronic MDT Stock Holding History

Polaris Financial Partners’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	$7K	Buy	+82	New	+$7.23K	﹤0.01%	300

Other funds holding MDT

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Polaris Financial Partners's MDT Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Medtronic (MDT) in Q3 2026: 82 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #300 among its holdings.

21 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Polaris Financial Partners held 82 shares of Medtronic worth $7K as of Q3 2026.
Medtronic was a new Polaris Financial Partners position in Q3 2026.
Medtronic made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #300 holding.
21 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.