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Action Point Financial Planning’s Medtronic MDT Stock Holding History

Action Point Financial Planning’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
Q2 		$214K Buy
+2,742
New +$221K 0.02% 420

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Action Point Financial Planning's MDT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Medtronic (MDT) in Q2 2026: 2,742 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #420 among its holdings.

2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Action Point Financial Planning held 2,742 shares of Medtronic worth $214K as of Q2 2026.
  • Medtronic was a new Action Point Financial Planning position in Q2 2026.
  • Medtronic made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #420 holding.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.