Powers Advisory Group
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Powers Advisory Group’s Medtronic MDT Stock Holding History

Powers Advisory Group’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 		$233K Sell
2,695
-200
-7% -$17.6K 0.07% 120
2026
Q2 		$226K Sell
2,895
-479
-14% -$38.6K 0.07% 125
2026
Q1 		$292K Sell
3,374
-145
-4% -$13.9K 0.1% 105
2025
Q4 		$338K Hold
3,519
– – 0.13% 91
2025
Q3 		$335K Sell
3,519
-322
-8% -$29.6K 0.13% 89
2025
Q2 		$335K Sell
3,841
-50
-1% -$4.24K 0.15% 87
2025
Q1 		$350K Buy
3,891
+289
+8% +$25.9K 0.17% 80
2024
Q4 		$288K Hold
3,602
– – 0.14% 83
2024
Q3 		$324K Sell
3,602
-25
-0.7% -$2.1K 0.16% 79
2024
Q2 		$285K Hold
3,627
– – 0.16% 84
2024
Q1 		$316K Buy
3,627
+821
+29% +$70.1K 0.18% 77
2023
Q4 		$231K Buy
+2,806
New +$214K 0.14% 87

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Powers Advisory Group's MDT Position: Q3 2026 in Review

Powers Advisory Group reduced its Medtronic (MDT) stake by 6.9% in Q3 2026, selling an estimated $17.6K and leaving 2,695 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #120.

Powers Advisory Group first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $350K in Q1 2025. 529 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Powers Advisory Group held 2,695 shares of Medtronic worth $233K as of Q3 2026.
  • Powers Advisory Group sold 200 Medtronic shares in Q3 2026, an estimated $17.6K.
  • Medtronic made up 0.07% of Powers Advisory Group's portfolio in Q3 2026, its #120 holding.
  • Powers Advisory Group first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
  • Powers Advisory Group's Medtronic position peaked at $350K in Q1 2025.
  • 529 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.