TL Private Wealth’s Medtronic MDT Stock Holding History

TL Private Wealth’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	$235K	Buy	2,553 +13	+0.5%	+$1.15K	0.08%	47
2026 Q2	$213K	Buy	2,540 +13	+0.5%	+$1.05K	0.08%	49
2026 Q1	$220K	Buy	2,527 +11	+0.4%	+$1.05K	0.09%	44
2025 Q4	$245K	Buy	2,516 +11	+0.4%	+$1.07K	0.09%	42
2025 Q3	$239K	Buy	2,505 +12	+0.5%	+$1.1K	0.1%	39
2025 Q2	$219K	Buy	2,493 +12	+0.5%	+$1.02K	0.09%	44
2025 Q1	$203K	Hold	2,481	–	–	0.1%	40
2024 Q4	$212K	Buy	2,481 +24	+1%	+$2.08K	0.09%	42
2024 Q3	$214K	Buy	+2,457	New	+$207K	0.1%	43

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

TL Private Wealth's MDT Position: Q3 2026 in Review

TL Private Wealth increased its Medtronic (MDT) stake by 0.51% in Q3 2026, buying an estimated $1.15K and bringing the position to 2,553 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #47.

TL Private Wealth first reported a position in MDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $245K in Q4 2025. 583 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

TL Private Wealth held 2,553 shares of Medtronic worth $235K as of Q3 2026.
TL Private Wealth bought 13 Medtronic shares in Q3 2026, an estimated $1.15K.
Medtronic made up 0.08% of TL Private Wealth's portfolio in Q3 2026, its #47 holding.
TL Private Wealth first reported a position in Medtronic in Q3 2024 and has held it in 9 quarters since.
TL Private Wealth's Medtronic position peaked at $245K in Q4 2025.
583 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.