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Valeo Financial Advisors’s Medtronic MDT Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-1,400
Closed -$134K – 844
2025
Q4 		$134K Buy
+1,400
New +$136K ﹤0.01% 779

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Valeo Financial Advisors's MDT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Medtronic (MDT) stake by 11% in Q3 2026, buying an estimated $165K and bringing the position to 18,439 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #219.

Valeo Financial Advisors first reported a position in MDT in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.59M in Q1 2022. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Valeo Financial Advisors held 18,439 shares of Medtronic worth $1.59M as of Q3 2026.
  • Valeo Financial Advisors bought 1,876 Medtronic shares in Q3 2026, an estimated $165K.
  • Medtronic made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #219 holding.
  • Valeo Financial Advisors first reported a position in Medtronic in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Medtronic position peaked at $2.59M in Q1 2022.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.