Wealth Effects’s Medtronic MDT Stock Holding History

Wealth Effects’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	$320K	Buy	+3,709	New	+$327K	0.09%	178

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 30.39% 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

Wealth Effects's MDT Position: Q3 2026 in Review

Wealth Effects opened a new position in Medtronic (MDT) in Q3 2026: 3,709 shares worth $320K. The stake represents 0.09% of the portfolio and ranks #178 among its holdings.

644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Wealth Effects held 3,709 shares of Medtronic worth $320K as of Q3 2026.
Medtronic was a new Wealth Effects position in Q3 2026.
Medtronic made up 0.09% of Wealth Effects's portfolio in Q3 2026, its #178 holding.
644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.