VisionPoint Advisory Group’s Medtronic MDT Stock Holding History

VisionPoint Advisory 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	$1.09M	Buy	12,636 +22	+0.2%	+$1.94K	0.17%	129
2026 Q2	$987K	Sell	12,614 -25,744	-67%	-$2.08M	0.16%	146
2026 Q1	$3.32M	Buy	38,358 +14,760	+63%	+$1.41M	0.63%	37
2025 Q4	$2.27M	Buy	23,598 +3,640	+18%	+$354K	0.44%	62
2025 Q3	$1.9M	Buy	19,958 +8,441	+73%	+$776K	0.38%	72
2025 Q2	$1M	Buy	11,517 +1,225	+12%	+$104K	0.22%	113
2025 Q1	$925K	Buy	10,292 +9,266	+903%	+$829K	0.32%	73
2024 Q4	$82.3K	Buy	+1,026	New	+$88.8K	0.03%	244
2024 Q3	–	Sell	-1,032	Closed	-$81.2K	–	559
2024 Q2	$81.2K	Sell	1,032 -54	-5%	-$4.43K	0.03%	227
2024 Q1	$94.6K	Buy	1,086 +4	+0.4%	+$341	0.03%	211
2023 Q4	$89.1K	Sell	1,082 -1,291	-54%	-$98.4K	0.03%	197
2023 Q3	$186K	Sell	2,373 -50	-2%	-$4.19K	0.08%	146
2023 Q2	$213K	Sell	2,423 -100	-4%	-$8.61K	0.09%	126
2023 Q1	$225K	Sell	2,523 -30	-1%	-$2.44K	0.1%	135
2022 Q4	$215K	Hold	2,553	–	–	0.09%	129
2022 Q3	$206K	Sell	2,553 -225	-8%	-$20.2K	0.1%	87
2022 Q2	$261K	Buy	+2,778	New	+$281K	0.1%	86
2022 Q1	–	Sell	-2,705	Closed	-$278K	–	99
2021 Q4	$278K	Buy	2,705 +50	+2%	+$5.79K	0.12%	85
2021 Q3	$326K	Buy	2,655 +33	+1%	+$4.27K	0.15%	82
2021 Q2	$325K	Buy	+2,622	New	+$329K	0.14%	80
2020 Q4	–	Sell	-3,883	Closed	-$404K	–	151
2020 Q3	$404K	Hold	3,883	–	–	0.17%	70
2020 Q2	$374K	Buy	+3,883	New	+$372K	0.15%	63

Other funds holding MDT

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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

VisionPoint Advisory Group's MDT Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Medtronic (MDT) stake by 0.17% in Q3 2026, buying an estimated $1.94K and bringing the position to 12,636 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #129.

VisionPoint Advisory Group first reported a position in MDT in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.32M in Q1 2026. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

VisionPoint Advisory Group held 12,636 shares of Medtronic worth $1.09M as of Q3 2026.
VisionPoint Advisory Group bought 22 Medtronic shares in Q3 2026, an estimated $1.94K.
Medtronic made up 0.17% of VisionPoint Advisory Group's portfolio in Q3 2026, its #129 holding.
VisionPoint Advisory Group first reported a position in Medtronic in Q2 2020 and has held it in 22 quarters since.
VisionPoint Advisory Group's Medtronic position peaked at $3.32M in Q1 2026.
119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.