Superior Planning, LLC’s Medtronic MDT Stock Holding History

Superior Planning, LLC’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	$77.3K	Buy	+896	New	+$79K	0.03%	276

Other funds holding MDT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

Superior Planning, LLC's MDT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Medtronic (MDT) in Q3 2026: 896 shares worth $77.3K. The stake represents 0.03% of the portfolio and ranks #276 among its holdings.

1,641 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Superior Planning, LLC held 896 shares of Medtronic worth $77.3K as of Q3 2026.
Medtronic was a new Superior Planning, LLC position in Q3 2026.
Medtronic made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #276 holding.
1,641 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.