Ritholtz Wealth Management
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Ritholtz Wealth Management’s Medtronic MDT Stock Holding History

Ritholtz Wealth Management’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 		$2.45M Buy
28,429
+6,958
+32% +$613K 0.04% 370
2026
Q2 		$1.68M Sell
21,471
-44,879
-68% -$3.62M 0.03% 465
2026
Q1 		$5.75M Sell
66,350
-8,020
-11% -$768K 0.1% 137
2025
Q4 		$7.14M Buy
74,370
+321
+0.4% +$31.2K 0.13% 90
2025
Q3 		$7.05M Buy
74,049
+7,933
+12% +$729K 0.14% 87
2025
Q2 		$5.76M Sell
66,116
-7,268
-10% -$616K 0.13% 92
2025
Q1 		$6.59M Buy
73,384
+18,899
+35% +$1.69M 0.2% 68
2024
Q4 		$4.35M Buy
54,485
+40,243
+283% +$3.48M 0.13% 103
2024
Q3 		$1.28M Buy
14,242
+4,051
+40% +$341K 0.04% 321
2024
Q2 		$802K Buy
10,191
+15
+0.1% +$1.23K 0.03% 410
2024
Q1 		$887K Buy
10,176
+1,206
+13% +$103K 0.03% 389
2023
Q4 		$739K Sell
8,970
-406
-4% -$30.9K 0.03% 399
2023
Q3 		$735K Buy
9,376
+1,550
+20% +$130K 0.03% 360
2023
Q2 		$690K Sell
7,826
-366
-4% -$31.5K 0.03% 360
2023
Q1 		$660K Buy
8,192
+3,059
+60% +$249K 0.03% 348
2022
Q4 		$399K Sell
5,133
-16,451
-76% -$1.33M 0.02% 405
2022
Q3 		$1.74M Buy
21,584
+14,964
+226% +$1.34M 0.09% 146
2022
Q2 		$594K Sell
6,620
-2,740
-29% -$278K 0.04% 278
2022
Q1 		$1.04M Buy
9,360
+1,963
+27% +$207K 0.07% 177
2021
Q4 		$765K Sell
7,397
-2,267
-23% -$263K 0.05% 218
2021
Q3 		$1.21M Buy
9,664
+1,278
+15% +$165K 0.08% 116
2021
Q2 		$1.04M Buy
8,386
+766
+10% +$96.2K 0.08% 136
2021
Q1 		$900K Buy
7,620
+2,335
+44% +$274K 0.07% 123
2020
Q4 		$619K Buy
5,285
+983
+23% +$108K 0.06% 130
2020
Q3 		$447K Buy
4,302
+961
+29% +$96.5K 0.05% 154
2020
Q2 		$306K Buy
+3,341
New +$320K 0.04% 174

Other funds holding MDT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Ritholtz Wealth Management's MDT Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Medtronic (MDT) stake by 32% in Q3 2026, buying an estimated $613K and bringing the position to 28,429 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #370.

Ritholtz Wealth Management first reported a position in MDT in Q2 2020 and has held it in 26 quarters since. The position peaked at $7.14M in Q4 2025. 1,331 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Ritholtz Wealth Management held 28,429 shares of Medtronic worth $2.45M as of Q3 2026.
  • Ritholtz Wealth Management bought 6,958 Medtronic shares in Q3 2026, an estimated $613K.
  • Medtronic made up 0.04% of Ritholtz Wealth Management's portfolio in Q3 2026, its #370 holding.
  • Ritholtz Wealth Management first reported a position in Medtronic in Q2 2020 and has held it in 26 quarters since.
  • Ritholtz Wealth Management's Medtronic position peaked at $7.14M in Q4 2025.
  • 1,331 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.