Roxbury Financial’s Medtronic MDT Stock Holding History

Roxbury Financial’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	$114K	Buy	1,325 +5	+0.4%	+$441	0.09%	140
2026 Q2	$103K	Sell	1,320 -1,632	-55%	-$132K	0.08%	142
2026 Q1	$256K	Buy	2,952 +16	+0.5%	+$1.53K	0.23%	79
2025 Q4	$282K	Sell	2,936 -9	-0.3%	-$874	0.25%	70
2025 Q3	$280K	Sell	2,945 -23	-0.8%	-$2.11K	0.26%	70
2025 Q2	$259K	Sell	2,968 -72	-2%	-$6.11K	0.25%	73
2025 Q1	$280K	Buy	3,040 +17	+0.6%	+$1.52K	0.27%	71
2024 Q4	$262K	Buy	+3,023	New	+$262K	0.25%	73

Other funds holding MDT

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Roxbury Financial's MDT Position: Q3 2026 in Review

Roxbury Financial increased its Medtronic (MDT) stake by 0.38% in Q3 2026, buying an estimated $441 and bringing the position to 1,325 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #140.

Roxbury Financial first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $282K in Q4 2025. 1,398 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Roxbury Financial held 1,325 shares of Medtronic worth $114K as of Q3 2026.
Roxbury Financial bought 5 Medtronic shares in Q3 2026, an estimated $441.
Medtronic made up 0.09% of Roxbury Financial's portfolio in Q3 2026, its #140 holding.
Roxbury Financial first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Medtronic position peaked at $282K in Q4 2025.
1,398 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.