Talbot Financial
MDT icon

Talbot Financial’s Medtronic MDT Stock Holding History

Talbot 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 		– Sell
-200,207
Closed -$15.7M – 71
2026
Q2 		$15.7M Buy
200,207
+7,241
+4% +$584K 1.15% 29
2026
Q1 		$16.7M Buy
192,966
+4,147
+2% +$397K 1.41% 29
2025
Q4 		$18.1M Sell
188,819
-1,903
-1% -$185K 1.49% 22
2025
Q3 		$18.2M Buy
190,722
+12,716
+7% +$1.17M 1.54% 26
2025
Q2 		$15.5M Buy
178,006
+43,279
+32% +$3.67M 1.47% 26
2025
Q1 		$12.1M Buy
134,727
+1,274
+1% +$114K 1.52% 26
2024
Q4 		$10.7M Buy
133,453
+8,031
+6% +$695K 1.27% 33
2024
Q3 		$11.3M Buy
125,422
+4,371
+4% +$368K 1.37% 29
2024
Q2 		$9.5M Buy
121,051
+8,029
+7% +$658K 1.23% 30
2024
Q1 		$9.8M Buy
113,022
+9,642
+9% +$823K 1.32% 30
2023
Q4 		$8.52M Buy
103,380
+6,601
+7% +$503K 1.28% 33
2023
Q3 		$7.58M Buy
96,779
+5,399
+6% +$452K 1.32% 34
2023
Q2 		$8.05M Buy
+91,380
New +$7.87M 1.37% 31

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Talbot Financial's MDT Position: Q3 2026 in Review

Talbot Financial sold out of Medtronic (MDT) in Q3 2026, closing a stake of 200,207 shares — an estimated $15.7M sold.

Talbot Financial first reported a position in MDT in Q2 2023 and held it in 13 quarters. The position peaked at $18.2M in Q3 2025. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Talbot Financial reported no remaining Medtronic position as of Q3 2026 after selling out during the quarter.
  • Talbot Financial sold 200,207 Medtronic shares in Q3 2026, an estimated $15.7M.
  • Talbot Financial first reported a position in Medtronic in Q2 2023 and held it in 13 quarters.
  • Talbot Financial's Medtronic position peaked at $18.2M in Q3 2025.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Talbot Financial's 13F filing for Q3 2026, filed 19 Oct 2026.