Wealth Architects’s Medtronic MDT Stock Holding History

Wealth Architects’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	$209K	Buy	+2,427	New	+$214K	0.02%	251
2025 Q2	–	Sell	-5,759	Closed	-$518K	–	234
2025 Q1	$518K	Buy	+5,759	New	+$515K	0.06%	134
2022 Q2	–	Sell	-2,043	Closed	-$227K	–	195
2022 Q1	$227K	Buy	2,043 +52	+3%	+$5.49K	0.04%	177
2021 Q4	$206K	Buy	1,991 +98	+5%	+$11.3K	0.04%	186
2021 Q3	$237K	Buy	1,893 +92	+5%	+$11.9K	0.05%	160
2021 Q2	$224K	Buy	+1,801	New	+$226K	0.04%	165
2018 Q4	–	Sell	-2,205	Closed	-$217K	–	137
2018 Q3	$217K	Buy	+2,205	New	+$204K	0.07%	127

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

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

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Wealth Architects's MDT Position: Q3 2026 in Review

Wealth Architects opened a new position in Medtronic (MDT) in Q3 2026: 2,427 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: Wealth Architects previously reported a position in MDT as recently as Q1 2025.

Wealth Architects first reported a position in MDT in Q3 2018 and has held it in 7 quarters since. The position peaked at $518K in Q1 2025. 1,441 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Wealth Architects held 2,427 shares of Medtronic worth $209K as of Q3 2026.
Medtronic was a new Wealth Architects position in Q3 2026.
Medtronic made up 0.02% of Wealth Architects's portfolio in Q3 2026, its #251 holding.
Wealth Architects first reported a position in Medtronic in Q3 2018 and has held it in 7 quarters since.
Wealth Architects's Medtronic position peaked at $518K in Q1 2025.
1,441 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

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