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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Medtronic MDT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$31.6K Sell
366
-2,778
-88% -$245K 0.01% 709
2026
Q2 		$246K Sell
3,144
-204
-6% -$16.5K 0.03% 462
2026
Q1 		$290K Buy
3,348
+622
+23% +$59.6K 0.04% 405
2025
Q4 		$262K Sell
2,726
-162
-6% -$15.7K 0.03% 436
2025
Q3 		$275K Buy
2,888
+48
+2% +$4.41K 0.04% 393
2025
Q2 		$248K Sell
2,840
-210
-7% -$17.8K 0.04% 408
2025
Q1 		$274K Buy
3,050
+65
+2% +$5.82K 0.05% 380
2024
Q4 		$238K Buy
2,985
+23
+0.8% +$1.99K 0.04% 393
2024
Q3 		$267K Buy
+2,962
New +$249K 0.04% 403

Other funds holding MDT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MDT Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Medtronic (MDT) stake by 88% in Q3 2026, selling an estimated $245K and leaving 366 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #709.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $290K in Q1 2026. 1,900 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 366 shares of Medtronic worth $31.6K as of Q3 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 2,778 Medtronic shares in Q3 2026, an estimated $245K.
  • Medtronic made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #709 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Medtronic in Q3 2024 and has held it in 9 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Medtronic position peaked at $290K in Q1 2026.
  • 1,900 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.