Richardson Financial Services’s Medtronic MDT Stock Holding History

Richardson Financial Services’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	$79.4K	Buy	920 +20	+2%	+$1.76K	0.05%	264
2026 Q2	$70.4K	Sell	900 -110	-11%	-$8.87K	0.04%	273
2026 Q1	$87.5K	Hold	1,010	–	–	0.05%	238
2025 Q4	$97K	Buy	1,010 +1,006	+25,150%	+$97.7K	0.03%	231
2025 Q3	$381	Buy	+4	New	+$368	﹤0.01%	503
2025 Q2	–	Sell	-250	Closed	-$22.5K	–	632
2025 Q1	$22.5K	Buy	250 +4	+2%	+$358	0.02%	317
2024 Q4	$19.6K	Buy	+246	New	+$21.3K	0.01%	342
2024 Q2	–	Sell	-253	Closed	-$22K	–	612
2024 Q1	$22K	Buy	+253	New	+$21.6K	0.02%	334

Other funds holding MDT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Richardson Financial Services's MDT Position: Q3 2026 in Review

Richardson Financial Services increased its Medtronic (MDT) stake by 2.2% in Q3 2026, buying an estimated $1.76K and bringing the position to 920 shares worth $79.4K. The position accounts for 0.05% of the portfolio, ranked #264.

Richardson Financial Services first reported a position in MDT in Q1 2024 and has held it in 8 quarters since. The position peaked at $97K in Q4 2025. 1,729 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Richardson Financial Services held 920 shares of Medtronic worth $79.4K as of Q3 2026.
Richardson Financial Services bought 20 Medtronic shares in Q3 2026, an estimated $1.76K.
Medtronic made up 0.05% of Richardson Financial Services's portfolio in Q3 2026, its #264 holding.
Richardson Financial Services first reported a position in Medtronic in Q1 2024 and has held it in 8 quarters since.
Richardson Financial Services's Medtronic position peaked at $97K in Q4 2025.
1,729 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.