Thrive Wealth Management
MDT icon

Thrive Wealth Management’s Medtronic MDT Stock Holding History

Thrive Wealth Management’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 		$321K Sell
3,717
-28
-0.7% -$2.47K 0.04% 182
2026
Q2 		$293K Sell
3,745
-679
-15% -$54.8K 0.04% 197
2026
Q1 		$383K Sell
4,424
-1,145
-21% -$110K 0.06% 146
2025
Q4 		$535K Buy
5,569
+193
+4% +$18.7K 0.08% 123
2025
Q3 		$512K Sell
5,376
-9
-0.2% -$827 0.08% 124
2025
Q2 		$469K Sell
5,385
-185
-3% -$15.7K 0.08% 130
2025
Q1 		$501K Buy
5,570
+110
+2% +$9.8K 0.1% 113
2024
Q4 		$436K Sell
5,460
-556
-9% -$48.1K 0.08% 128
2024
Q3 		$542K Buy
6,016
+22
+0.4% +$1.85K 0.1% 107
2024
Q2 		$472K Sell
5,994
-262
-4% -$21.5K 0.09% 111
2024
Q1 		$545K Sell
6,256
-328
-5% -$28K 0.11% 97
2023
Q4 		$542K Buy
6,584
+3,235
+97% +$247K 0.12% 100
2023
Q3 		$262K Sell
3,349
-594
-15% -$49.7K 0.07% 137
2023
Q2 		$347K Buy
+3,943
New +$339K 0.09% 122

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

Thrive Wealth Management's MDT Position: Q3 2026 in Review

Thrive Wealth Management reduced its Medtronic (MDT) stake by 0.75% in Q3 2026, selling an estimated $2.47K and leaving 3,717 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #182.

Thrive Wealth Management first reported a position in MDT in Q2 2023 and has held it in 14 quarters since. The position peaked at $545K in Q1 2024. 597 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Thrive Wealth Management held 3,717 shares of Medtronic worth $321K as of Q3 2026.
  • Thrive Wealth Management sold 28 Medtronic shares in Q3 2026, an estimated $2.47K.
  • Medtronic made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #182 holding.
  • Thrive Wealth Management first reported a position in Medtronic in Q2 2023 and has held it in 14 quarters since.
  • Thrive Wealth Management's Medtronic position peaked at $545K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.