Asset Planning Inc
MDT icon

Asset Planning Inc’s Medtronic MDT Stock Holding History

Asset Planning 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 		$75.3K Hold
872
– – 0.05% 131
2026
Q2 		$68.2K Hold
872
– – 0.04% 139
2026
Q1 		$75.6K Hold
872
– – 0.05% 129
2025
Q4 		$83.8K Hold
872
– – 0.06% 119
2025
Q3 		$83.1K Hold
872
– – 0.06% 121
2025
Q2 		$76K Hold
872
– – 0.06% 126
2025
Q1 		$78.4K Hold
872
– – 0.06% 119
2024
Q4 		$69.7K Buy
+872
New +$75.5K 0.05% 125

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M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Asset Planning Inc's MDT Position: Q3 2026 in Review

Asset Planning Inc held its Medtronic (MDT) position steady in Q3 2026 at 872 shares worth $75.3K. The position accounts for 0.05% of the portfolio, ranked #131.

Asset Planning Inc first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $83.8K in Q4 2025. 1,212 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Asset Planning Inc held 872 shares of Medtronic worth $75.3K as of Q3 2026.
  • Asset Planning Inc left its Medtronic share count unchanged in Q3 2026.
  • Medtronic made up 0.05% of Asset Planning Inc's portfolio in Q3 2026, its #131 holding.
  • Asset Planning Inc first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Medtronic position peaked at $83.8K in Q4 2025.
  • 1,212 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.