Triad Wealth Partners’s Medtronic MDT Stock Holding History

Triad Wealth Partners’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	$459K	Sell	5,318 -235	-4%	-$20.7K	0.03%	342
2026 Q2	$481K	Buy	5,553 +1,564	+39%	+$126K	0.03%	320
2026 Q1	$346K	Sell	3,989 -488	-11%	-$46.8K	0.03%	361
2025 Q4	$430K	Buy	4,477 +1,076	+32%	+$105K	0.04%	296
2025 Q3	$324K	Buy	3,401 +628	+23%	+$57.7K	0.04%	272
2025 Q2	$242K	Sell	2,773 -362	-12%	-$30.7K	0.05%	250
2025 Q1	$282K	Buy	3,135 +362	+13%	+$32.4K	0.09%	172
2024 Q4	$221K	Buy	+2,773	New	+$240K	0.08%	166
2024 Q3	–	Sell	-2,290	Closed	-$180K	–	555
2024 Q2	$180K	Buy	+2,290	New	+$188K	0.09%	103

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Triad Wealth Partners's MDT Position: Q3 2026 in Review

Triad Wealth Partners reduced its Medtronic (MDT) stake by 4.2% in Q3 2026, selling an estimated $20.7K and leaving 5,318 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #342.

Triad Wealth Partners first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $481K in Q2 2026. 1,271 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Triad Wealth Partners held 5,318 shares of Medtronic worth $459K as of Q3 2026.
Triad Wealth Partners sold 235 Medtronic shares in Q3 2026, an estimated $20.7K.
Medtronic made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #342 holding.
Triad Wealth Partners first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Medtronic position peaked at $481K in Q2 2026.
1,271 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.