Premier Path Wealth Partners’s Medtronic MDT Stock Holding History

Premier Path Wealth 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	$783K	Sell	9,078 -2,685	-23%	-$237K	0.09%	200
2026 Q2	$920K	Sell	11,763 -4,292	-27%	-$346K	0.11%	183
2026 Q1	$1.39M	Sell	16,055 -549	-3%	-$52.6K	0.18%	127
2025 Q4	$1.6M	Sell	16,604 -1,132	-6%	-$110K	0.21%	102
2025 Q3	$1.69M	Sell	17,736 -15	-0.1%	-$1.38K	0.22%	99
2025 Q2	$1.55M	Buy	17,751 +192	+1%	+$16.3K	0.22%	109
2025 Q1	$1.58M	Buy	17,559 +47	+0.3%	+$4.21K	0.25%	97
2024 Q4	$1.4M	Sell	17,512 -12	-0.1%	-$1.04K	0.21%	104
2024 Q3	$1.58M	Buy	17,524 +389	+2%	+$32.7K	0.25%	96
2024 Q2	$1.35M	Buy	17,135 +579	+3%	+$47.5K	0.23%	105
2024 Q1	$1.43M	Buy	16,556 +2,817	+21%	+$240K	0.27%	93
2023 Q4	$1.14M	Buy	+13,739	New	+$1.05M	0.25%	99

Other funds holding MDT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Premier Path Wealth Partners's MDT Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Medtronic (MDT) stake by 23% in Q3 2026, selling an estimated $237K and leaving 9,078 shares worth $783K. The position accounts for 0.09% of the portfolio, ranked #200.

Premier Path Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.69M in Q3 2025. 478 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Premier Path Wealth Partners held 9,078 shares of Medtronic worth $783K as of Q3 2026.
Premier Path Wealth Partners sold 2,685 Medtronic shares in Q3 2026, an estimated $237K.
Medtronic made up 0.09% of Premier Path Wealth Partners's portfolio in Q3 2026, its #200 holding.
Premier Path Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Medtronic position peaked at $1.69M in Q3 2025.
478 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.