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Wedmont Private Capital’s Medtronic MDT Stock Holding History

Wedmont Private Capital’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
12,423
+6,722
+118% +$592K 0.03% 367
2026
Q2 		$478K Sell
5,701
-1,336
-19% -$108K 0.01% 566
2026
Q1 		$624K Sell
7,037
-1,000
-12% -$95.8K 0.02% 423
2025
Q4 		$802K Buy
8,037
+162
+2% +$15.7K 0.03% 347
2025
Q3 		$774K Buy
7,875
+1,124
+17% +$103K 0.03% 331
2025
Q2 		$601K Sell
6,751
-567
-8% -$48.1K 0.03% 379
2025
Q1 		$607K Buy
7,318
+1,516
+26% +$136K 0.03% 330
2024
Q4 		$468K Buy
5,802
+1,004
+21% +$86.9K 0.02% 400
2024
Q3 		$418K Buy
4,798
+457
+11% +$38.4K 0.02% 414
2024
Q2 		$338K Buy
4,341
+543
+14% +$44.5K 0.02% 462
2024
Q1 		$318K Buy
3,798
+166
+5% +$14.2K 0.02% 442
2023
Q4 		$314K Sell
3,632
-2,765
-43% -$211K 0.03% 420
2023
Q3 		$481K Buy
6,397
+73
+1% +$6.11K 0.05% 265
2023
Q2 		$554K Buy
6,324
+376
+6% +$32.4K 0.06% 223
2023
Q1 		$477K Buy
5,948
+769
+15% +$62.7K 0.06% 231
2022
Q4 		$419K Buy
5,179
+1,064
+26% +$86.2K 0.06% 245
2022
Q3 		$332K Buy
+4,115
New +$370K 0.07% 229
2022
Q2 		– Sell
-6,717
Closed -$745K – 365
2022
Q1 		$745K Buy
6,717
+4,556
+211% +$481K 0.17% 105
2021
Q4 		$235K Buy
+2,161
New +$250K 0.07% 209

Other funds holding MDT

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

Wedmont Private Capital's MDT Position: Q3 2026 in Review

Wedmont Private Capital increased its Medtronic (MDT) stake by 118% in Q3 2026, buying an estimated $592K and bringing the position to 12,423 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #367.

Wedmont Private Capital first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Wedmont Private Capital held 12,423 shares of Medtronic worth $1.09M as of Q3 2026.
  • Wedmont Private Capital bought 6,722 Medtronic shares in Q3 2026, an estimated $592K.
  • Medtronic made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #367 holding.
  • Wedmont Private Capital first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.