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 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

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Asset Planning Inc's MDT Position: Q1 2026 in Review

Asset Planning Inc held its Medtronic (MDT) position steady in Q1 2026 at 872 shares worth $75.6K. The position accounts for 0.05% of the portfolio, ranked #129.

Asset Planning Inc first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $83.8K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Asset Planning Inc held 872 shares of Medtronic worth $75.6K as of Q1 2026.
Asset Planning Inc left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.05% of Asset Planning Inc's portfolio in Q1 2026, its #129 holding.
Asset Planning Inc first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
Asset Planning Inc's Medtronic position peaked at $83.8K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.