Valley Wealth Managers’s Medtronic MDT Stock Holding History

Valley Wealth Managers’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	$4.68M	Buy	54,193 +1,631	+3%	+$144K	0.27%	83
2026 Q2	$4.11M	Buy	52,562 +1,132	+2%	+$91.3K	0.24%	93
2026 Q1	$4.46M	Buy	51,430 +51,122	+16,598%	+$4.9M	0.29%	82
2025 Q4	$29.6K	Hold	308	–	–	﹤0.01%	241
2025 Q3	$29.3K	Buy	+308	New	+$28.3K	﹤0.01%	230
2023 Q2	–	Sell	-121	Closed	-$9.8K	–	352
2023 Q1	$9.8K	Buy	+121	New	+$9.9K	﹤0.01%	286
2022 Q4	–	Sell	-200	Closed	-$16K	–	420
2022 Q3	$16K	Buy	+200	New	+$18K	﹤0.01%	302
2017 Q1	–	Sell	-20	Closed	-$1K	–	230
2016 Q4	$1K	Buy	+20	New	+$1.57K	﹤0.01%	245
2013 Q3	–	Sell	-8,755	Closed	-$451K	–	102
2013 Q2	$451K	Buy	+8,755	New	+$433K	0.1%	86

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 30.35% 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

Valley Wealth Managers's MDT Position: Q3 2026 in Review

Valley Wealth Managers increased its Medtronic (MDT) stake by 3.1% in Q3 2026, buying an estimated $144K and bringing the position to 54,193 shares worth $4.68M. The position accounts for 0.27% of the portfolio, ranked #83.

Valley Wealth Managers first reported a position in MDT in Q2 2013 and has held it in 9 quarters since. 544 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Valley Wealth Managers held 54,193 shares of Medtronic worth $4.68M as of Q3 2026.
Valley Wealth Managers bought 1,631 Medtronic shares in Q3 2026, an estimated $144K.
Medtronic made up 0.27% of Valley Wealth Managers's portfolio in Q3 2026, its #83 holding.
Valley Wealth Managers first reported a position in Medtronic in Q2 2013 and has held it in 9 quarters since.
544 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.