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Retirement Wealth Solutions’s Medtronic MDT Stock Holding History

Retirement Wealth Solutions’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 		$2.93K Buy
34
+25
+278% +$2.2K ﹤0.01% 512
2026
Q2 		$705 Sell
9
-40
-82% -$3.23K ﹤0.01% 708
2026
Q1 		$4.25K Sell
49
-66
-57% -$6.32K ﹤0.01% 349
2025
Q4 		$11K Sell
115
-1
-0.9% -$97 0.01% 215
2025
Q3 		$11K Sell
116
-55
-32% -$5.06K 0.01% 220
2025
Q2 		$14.9K Hold
171
– – 0.01% 186
2025
Q1 		$15.4K Hold
171
– – 0.01% 164
2024
Q4 		$13.8K Buy
+171
New +$14.8K 0.01% 189

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Retirement Wealth Solutions's MDT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Medtronic (MDT) stake by 278% in Q3 2026, buying an estimated $2.2K and bringing the position to 34 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Retirement Wealth Solutions first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.4K in Q1 2025. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Retirement Wealth Solutions held 34 shares of Medtronic worth $2.93K as of Q3 2026.
  • Retirement Wealth Solutions bought 25 Medtronic shares in Q3 2026, an estimated $2.2K.
  • Medtronic made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #512 holding.
  • Retirement Wealth Solutions first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Medtronic position peaked at $15.4K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.