Root Financial Partners
MDT icon

Root Financial Partners’s Medtronic MDT Stock Holding History

Root Financial Partners’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 		$527K Buy
+6,102
New +$538K 0.02% 214
2026
Q2 		– Sell
-1,102
Closed -$95.5K – 2041
2026
Q1 		$95.5K Sell
1,102
-6
-0.5% -$575 ﹤0.01% 584
2025
Q4 		$106K Sell
1,108
-91
-8% -$8.84K 0.01% 442
2025
Q3 		$114K Buy
+1,199
New +$110K 0.01% 407

Other funds holding MDT

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's MDT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Medtronic (MDT) in Q3 2026: 6,102 shares worth $527K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MDT as recently as Q1 2026.

Root Financial Partners first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. 917 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Root Financial Partners held 6,102 shares of Medtronic worth $527K as of Q3 2026.
  • Medtronic was a new Root Financial Partners position in Q3 2026.
  • Medtronic made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #214 holding.
  • Root Financial Partners first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • 917 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.