Proactive Wealth Strategies’s Medtronic MDT Stock Holding History

Proactive Wealth Strategies’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	$4.04M	Sell	46,845 -974	-2%	-$85.8K	0.62%	45
2026 Q2	$3.74M	Sell	47,819 -6,561	-12%	-$529K	0.6%	49
2026 Q1	$4.71M	Buy	54,380 +27,380	+101%	+$2.62M	0.89%	36
2025 Q4	$2.59M	Buy	27,000 +60	+0.2%	+$5.83K	1.03%	32
2025 Q3	$2.57M	Sell	26,940 -228	-0.8%	-$21K	1.1%	29
2025 Q2	$2.37M	Sell	27,168 -1,205	-4%	-$102K	1.12%	29
2025 Q1	$2.55M	Sell	28,373 -155	-0.5%	-$13.9K	1.36%	22
2024 Q4	$2.28M	Sell	28,528 -841	-3%	-$72.8K	1.19%	28
2024 Q3	$2.64M	Buy	+29,369	New	+$2.47M	1.47%	22

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Proactive Wealth Strategies's MDT Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Medtronic (MDT) stake by 2% in Q3 2026, selling an estimated $85.8K and leaving 46,845 shares worth $4.04M. The position accounts for 0.62% of the portfolio, ranked #45.

Proactive Wealth Strategies first reported a position in MDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.71M in Q1 2026. 1,475 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Proactive Wealth Strategies held 46,845 shares of Medtronic worth $4.04M as of Q3 2026.
Proactive Wealth Strategies sold 974 Medtronic shares in Q3 2026, an estimated $85.8K.
Medtronic made up 0.62% of Proactive Wealth Strategies's portfolio in Q3 2026, its #45 holding.
Proactive Wealth Strategies first reported a position in Medtronic in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Medtronic position peaked at $4.71M in Q1 2026.
1,475 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.