James T. Borello RIA
MDT icon

James T. Borello RIA’s Medtronic MDT Stock Holding History

James T. Borello RIA’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 		$41.5K Buy
481
+63
+15% +$5.55K 0.01% 270
2026
Q2 		$32.7K Buy
418
+289
+224% +$23.3K 0.01% 305
2026
Q1 		$11.2K Sell
129
-85
-40% -$8.14K ﹤0.01% 538
2025
Q4 		$20.6K Buy
214
+4
+2% +$389 0.01% 276
2025
Q3 		$20K Buy
+210
New +$19.3K 0.01% 232

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

James T. Borello RIA's MDT Position: Q3 2026 in Review

James T. Borello RIA increased its Medtronic (MDT) stake by 15% in Q3 2026, buying an estimated $5.55K and bringing the position to 481 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #270.

James T. Borello RIA first reported a position in MDT in Q3 2025 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • James T. Borello RIA held 481 shares of Medtronic worth $41.5K as of Q3 2026.
  • James T. Borello RIA bought 63 Medtronic shares in Q3 2026, an estimated $5.55K.
  • Medtronic made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #270 holding.
  • James T. Borello RIA first reported a position in Medtronic in Q3 2025 and has held it in 5 quarters since.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.