United Advisor Group’s Medtronic MDT Stock Holding History

United Advisor Group’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	$201K	Buy	+2,327	New	+$205K	0.02%	549
2026 Q2	–	Sell	-2,970	Closed	-$258K	–	570
2026 Q1	$258K	Sell	2,970 -133	-4%	-$12.7K	0.03%	427
2025 Q4	$299K	Buy	3,103 +266	+9%	+$25.8K	0.04%	376
2025 Q3	$271K	Sell	2,837 -78	-3%	-$7.17K	0.04%	379
2025 Q2	$254K	Sell	2,915 -139	-5%	-$11.8K	0.04%	340
2025 Q1	$274K	Sell	3,054 -4,082	-57%	-$365K	0.06%	289
2024 Q4	$570K	Buy	7,136 +623	+10%	+$53.9K	0.11%	178
2024 Q3	$586K	Buy	6,513 +2,141	+49%	+$180K	0.13%	160
2024 Q2	$344K	Buy	4,372 +1,268	+41%	+$104K	0.11%	183
2024 Q1	$271K	Buy	+3,104	New	+$265K	0.1%	175

Other funds holding MDT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

United Advisor Group's MDT Position: Q3 2026 in Review

United Advisor Group opened a new position in Medtronic (MDT) in Q3 2026: 2,327 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #549 among its holdings. This is a return to the name: United Advisor Group previously reported a position in MDT as recently as Q1 2026.

United Advisor Group first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $586K in Q3 2024. 1,718 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

United Advisor Group held 2,327 shares of Medtronic worth $201K as of Q3 2026.
Medtronic was a new United Advisor Group position in Q3 2026.
Medtronic made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #549 holding.
United Advisor Group first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Medtronic position peaked at $586K in Q3 2024.
1,718 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.