Vest Financial
MDT icon

Vest Financial’s Medtronic MDT Stock Holding History

Vest Financial’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 		$55.2M Buy
639,468
+5,748
+0.9% +$507K 0.58% 59
2026
Q2 		$49.6M Buy
633,720
+76,498
+14% +$6.17M 0.52% 85
2026
Q1 		$48.3M Buy
557,222
+47
+0% +$4.5K 0.58% 81
2025
Q4 		$53.5M Sell
557,175
-66,119
-11% -$6.42M 0.68% 50
2025
Q3 		$59.4M Sell
623,294
-38,191
-6% -$3.51M 0.78% 32
2025
Q2 		$57.7M Buy
661,485
+36,688
+6% +$3.11M 0.82% 38
2025
Q1 		$56.1M Sell
624,797
-8,812
-1% -$789K 0.87% 40
2024
Q4 		$50.6M Buy
633,609
+20,806
+3% +$1.8M 0.9% 58
2024
Q3 		$55.2M Buy
612,803
+61,281
+11% +$5.16M 1.06% 25
2024
Q2 		$43.4M Buy
551,522
+110,478
+25% +$9.06M 1.04% 36
2024
Q1 		$38.4M Buy
441,044
+71,336
+19% +$6.09M 1.02% 49
2023
Q4 		$30.5M Buy
369,708
+113,849
+44% +$8.68M 1.14% 30
2023
Q3 		$20M Buy
255,859
+114,990
+82% +$9.6M 1.1% 46
2023
Q2 		$12.3M Buy
140,869
+15,546
+12% +$1.34M 1.14% 34
2023
Q1 		$10.1M Buy
125,323
+17,665
+16% +$1.44M 1.38% 35
2022
Q4 		$8.37M Buy
107,658
+7,573
+8% +$614K 1.31% 62
2022
Q3 		$8.08M Buy
100,085
+12,535
+14% +$1.13M 1.53% 36
2022
Q2 		$7.98M Buy
87,550
+7,418
+9% +$752K 1.45% 53
2022
Q1 		$8.89M Buy
80,132
+24,889
+45% +$2.63M 1.62% 21
2021
Q4 		$5.72M Buy
55,243
+14,533
+36% +$1.68M 1.24% 64
2021
Q3 		$5.1M Buy
40,710
+10,055
+33% +$1.3M 1.55% 32
2021
Q2 		$3.8M Buy
30,655
+9,146
+43% +$1.15M 1.44% 54
2021
Q1 		$2.54M Buy
21,509
+2,168
+11% +$254K 1.46% 49
2020
Q4 		$2.27M Buy
+19,341
New +$2.13M 1.52% 38

Other funds holding MDT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vest Financial's MDT Position: Q3 2026 in Review

Vest Financial increased its Medtronic (MDT) stake by 0.91% in Q3 2026, buying an estimated $507K and bringing the position to 639,468 shares worth $55.2M. The position accounts for 0.58% of the portfolio, ranked #59.

Vest Financial first reported a position in MDT in Q4 2020 and has held it in 24 quarters since. The position peaked at $59.4M in Q3 2025. 1,900 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Vest Financial held 639,468 shares of Medtronic worth $55.2M as of Q3 2026.
  • Vest Financial bought 5,748 Medtronic shares in Q3 2026, an estimated $507K.
  • Medtronic made up 0.58% of Vest Financial's portfolio in Q3 2026, its #59 holding.
  • Vest Financial first reported a position in Medtronic in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's Medtronic position peaked at $59.4M in Q3 2025.
  • 1,900 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.