Stiles Financial Services
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Stiles Financial Services’s Medtronic MDT Stock Holding History

Stiles 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 		$309K Sell
3,578
-9
-0.3% -$793 0.08% 149
2026
Q2 		$281K Buy
3,587
+255
+8% +$20.6K 0.07% 151
2026
Q1 		$289K Buy
3,332
+11
+0.3% +$1.05K 0.09% 147
2025
Q4 		$319K Sell
3,321
-104
-3% -$10.1K 0.1% 142
2025
Q3 		$326K Sell
3,425
-254
-7% -$23.3K 0.1% 144
2025
Q2 		$321K Buy
3,679
+15
+0.4% +$1.27K 0.11% 141
2025
Q1 		$329K Sell
3,664
-75
-2% -$6.71K 0.13% 131
2024
Q4 		$299K Sell
3,739
-152
-4% -$13.2K 0.11% 147
2024
Q3 		$350K Buy
3,891
+3
+0.1% +$252 0.12% 136
2024
Q2 		$306K Sell
3,888
-1,291
-25% -$106K 0.12% 140
2024
Q1 		$451K Sell
5,179
-501
-9% -$42.8K 0.18% 114
2023
Q4 		$468K Sell
5,680
-7,231
-56% -$551K 0.21% 107
2023
Q3 		$1.01M Sell
12,911
-2,164
-14% -$181K 0.52% 61
2023
Q2 		$1.33M Sell
15,075
-145
-1% -$12.5K 0.66% 51
2023
Q1 		$1.23M Buy
15,220
+238
+2% +$19.4K 0.66% 50
2022
Q4 		$1.16M Buy
14,982
+1,247
+9% +$101K 0.67% 49
2022
Q3 		$1.11M Sell
13,735
-1,266
-8% -$114K 0.67% 45
2022
Q2 		$1.35M Sell
15,001
-134
-0.9% -$13.6K 0.81% 37
2022
Q1 		$1.68M Buy
15,135
+732
+5% +$77.3K 0.84% 34
2021
Q4 		$1.52M Buy
+14,403
New +$1.67M 0.73% 42

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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

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

Stiles Financial Services reduced its Medtronic (MDT) stake by 0.25% in Q3 2026, selling an estimated $793 and leaving 3,578 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #149.

Stiles Financial Services first reported a position in MDT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.68M in Q1 2022. 1,475 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Stiles Financial Services held 3,578 shares of Medtronic worth $309K as of Q3 2026.
  • Stiles Financial Services sold 9 Medtronic shares in Q3 2026, an estimated $793.
  • Medtronic made up 0.08% of Stiles Financial Services's portfolio in Q3 2026, its #149 holding.
  • Stiles Financial Services first reported a position in Medtronic in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Medtronic position peaked at $1.68M in Q1 2022.
  • 1,475 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

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