Riverbend Wealth Management
MDT icon

Riverbend Wealth Management’s Medtronic MDT Stock Holding History

Riverbend 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 		$378K Buy
4,377
+208
+5% +$18.3K 0.17% 128
2026
Q2 		$326K Buy
4,169
+282
+7% +$22.7K 0.16% 140
2026
Q1 		$337K Buy
3,887
+218
+6% +$20.9K 0.19% 121
2025
Q4 		$352K Buy
3,669
+182
+5% +$17.7K 0.22% 107
2025
Q3 		$332K Buy
3,487
+107
+3% +$9.8K 0.23% 102
2025
Q2 		$295K Buy
3,380
+90
+3% +$7.63K 0.22% 110
2025
Q1 		$296K Buy
3,290
+335
+11% +$30K 0.26% 96
2024
Q4 		$237K Buy
+2,955
New +$256K 0.21% 106

Other funds holding MDT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Riverbend Wealth Management increased its Medtronic (MDT) stake by 5% in Q3 2026, buying an estimated $18.3K and bringing the position to 4,377 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #128.

Riverbend Wealth Management first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. 1,900 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Riverbend Wealth Management held 4,377 shares of Medtronic worth $378K as of Q3 2026.
  • Riverbend Wealth Management bought 208 Medtronic shares in Q3 2026, an estimated $18.3K.
  • Medtronic made up 0.17% of Riverbend Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Riverbend Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • 1,900 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.