Waterfront Wealth’s Medtronic MDT Stock Holding History

Waterfront Wealth’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	–	Sell	-5,225	Closed	-$438K	–	309
2026 Q2	$438K	Buy	+5,225	New	+$422K	0.07%	224

Other funds holding MDT

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Waterfront Wealth's MDT Position: Q3 2026 in Review

Waterfront Wealth sold out of Medtronic (MDT) in Q3 2026, closing a stake of 5,225 shares — an estimated $438K sold.

Waterfront Wealth first reported a position in MDT in Q2 2026 and held it in 1 quarter. The position peaked at $438K in Q2 2026. 1,472 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Waterfront Wealth reported no remaining Medtronic position as of Q3 2026 after selling out during the quarter.
Waterfront Wealth sold 5,225 Medtronic shares in Q3 2026, an estimated $438K.
Waterfront Wealth first reported a position in Medtronic in Q2 2026 and held it in 1 quarter.
Waterfront Wealth's Medtronic position peaked at $438K in Q2 2026.
1,472 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.