Strategy Asset Managers’s Medtronic MDT Stock Holding History

Strategy Asset Managers’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	$331K	Sell	3,836 -163	-4%	-$14.4K	0.05%	207
2026 Q2	$313K	Buy	3,999 +556	+16%	+$44.9K	0.05%	217
2026 Q1	$298K	Sell	3,443 -22	-0.6%	-$2.11K	0.05%	214
2025 Q4	$333K	Buy	3,465 +26	+0.8%	+$2.53K	0.05%	195
2025 Q3	$327K	Sell	3,439 -16	-0.5%	-$1.47K	0.06%	198
2025 Q2	$301K	Sell	3,455 -719	-17%	-$61K	0.06%	199
2025 Q1	$375K	Buy	4,174 +344	+9%	+$30.8K	0.08%	180
2024 Q4	$306K	Sell	3,830 -33,103	-90%	-$2.87M	0.06%	202
2024 Q3	$3.33M	Sell	36,933 -8,685	-19%	-$731K	0.64%	47
2024 Q2	$4.02M	Buy	45,618 +8,074	+22%	+$662K	0.89%	35
2024 Q1	$3.27M	Buy	37,544 +15,713	+72%	+$1.34M	0.7%	43
2023 Q4	$1.8M	Sell	21,831 -12,394	-36%	-$945K	0.43%	53
2023 Q3	$2.68M	Sell	34,225 -11,393	-25%	-$954K	0.7%	40
2023 Q2	$4.02M	Buy	45,618 +5,786	+15%	+$498K	0.89%	35
2023 Q1	$3.21M	Buy	39,832 +5,051	+15%	+$412K	0.78%	40
2022 Q4	$2.7M	Buy	34,781 +59	+0.2%	+$4.78K	0.69%	39
2022 Q3	$2.8M	Buy	34,722 +3,165	+10%	+$284K	0.76%	40
2022 Q2	$2.83M	Sell	31,557 -1,132	-3%	-$115K	0.87%	33
2022 Q1	$3.63M	Buy	32,689 +1,062	+3%	+$112K	0.78%	37
2021 Q4	$3.27M	Sell	31,627 -4,581	-13%	-$530K	0.85%	37
2021 Q3	$4.54M	Buy	36,208 +822	+2%	+$106K	1.01%	33
2021 Q2	$4.39M	Buy	35,386 +1,095	+3%	+$137K	0.93%	36
2021 Q1	$4.05M	Sell	34,291 -59	-0.2%	-$6.92K	0.93%	36
2020 Q4	$4.02M	Sell	34,350 -2,192	-6%	-$241K	0.96%	36
2020 Q3	$3.8M	Sell	36,542 -1,326	-4%	-$133K	0.98%	37
2020 Q2	$3.47M	Sell	37,868 -324	-0.8%	-$31.1K	0.93%	33
2020 Q1	$3.44M	Sell	38,192 -894	-2%	-$95.1K	1.11%	32
2019 Q4	$4.43M	Buy	39,086 +2,240	+6%	+$246K	1.09%	28
2019 Q3	$4M	Sell	36,846 -1,304	-3%	-$136K	1.19%	25
2019 Q2	$3.72M	Buy	38,150 +6,217	+19%	+$568K	1.05%	28
2019 Q1	$2.91M	Buy	31,933 +9,376	+42%	+$839K	0.65%	39
2018 Q4	$2.05M	Buy	+22,557	New	+$2.11M	0.5%	57

Other funds holding MDT

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Strategy Asset Managers's MDT Position: Q3 2026 in Review

Strategy Asset Managers reduced its Medtronic (MDT) stake by 4.1% in Q3 2026, selling an estimated $14.4K and leaving 3,836 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #207.

Strategy Asset Managers first reported a position in MDT in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.54M in Q3 2021. 403 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Strategy Asset Managers held 3,836 shares of Medtronic worth $331K as of Q3 2026.
Strategy Asset Managers sold 163 Medtronic shares in Q3 2026, an estimated $14.4K.
Medtronic made up 0.05% of Strategy Asset Managers's portfolio in Q3 2026, its #207 holding.
Strategy Asset Managers first reported a position in Medtronic in Q4 2018 and has held it in 32 quarters since.
Strategy Asset Managers's Medtronic position peaked at $4.54M in Q3 2021.
403 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Strategy Asset Managers's 13F filing for Q3 2026, filed 14 Oct 2026.