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Center for Financial Planning’s Medtronic MDT Stock Holding History

Center for 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 		$103K Sell
1,321
-273
-17% -$22K 0.01% 235
2026
Q1 		$138K Sell
1,594
-3,512
-69% -$336K 0.01% 200
2025
Q4 		$490K Sell
5,106
-106
-2% -$10.3K 0.05% 106
2025
Q3 		$496K Buy
5,212
+348
+7% +$32K 0.05% 109
2025
Q2 		$424K Buy
4,864
+7
+0.1% +$594 0.05% 113
2025
Q1 		$436K Buy
4,857
+365
+8% +$32.7K 0.06% 105
2024
Q4 		$359K Sell
4,492
-816
-15% -$70.6K 0.05% 113
2024
Q3 		$478K Sell
5,308
-279
-5% -$23.5K 0.06% 93
2024
Q2 		$440K Buy
5,587
+222
+4% +$18.2K 0.06% 95
2024
Q1 		$468K Buy
5,365
+83
+2% +$7.08K 0.07% 94
2023
Q4 		$435K Sell
5,282
-1,264
-19% -$96.3K 0.08% 89
2023
Q3 		$513K Buy
6,546
+1,386
+27% +$116K 0.11% 76
2023
Q2 		$455K Buy
5,160
+84
+2% +$7.23K 0.1% 84
2023
Q1 		$409K Buy
5,076
+1,376
+37% +$112K 0.09% 86
2022
Q4 		$288K Buy
3,700
+498
+16% +$40.4K 0.07% 106
2022
Q3 		$259K Sell
3,202
-216
-6% -$19.4K 0.07% 102
2022
Q2 		$307K Buy
3,418
+117
+4% +$11.9K 0.08% 100
2022
Q1 		$366K Buy
3,301
+103
+3% +$10.9K 0.08% 97
2021
Q4 		$331K Buy
3,198
+185
+6% +$21.4K 0.07% 102
2021
Q3 		$378K Buy
3,013
+146
+5% +$18.9K 0.09% 88
2021
Q2 		$356K Sell
2,867
-223
-7% -$28K 0.09% 92
2021
Q1 		$365K Buy
3,090
+514
+20% +$60.2K 0.1% 93
2020
Q4 		$302K Buy
2,576
+173
+7% +$19K 0.09% 94
2020
Q3 		$250K Sell
2,403
-66
-3% -$6.63K 0.08% 100
2020
Q2 		$226K Sell
2,469
-25
-1% -$2.4K 0.08% 101
2020
Q1 		$225K Sell
2,494
-98
-4% -$10.4K 0.08% 104
2019
Q4 		$294K Buy
+2,592
New +$284K 0.07% 93

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Center for Financial Planning's MDT Position: Q2 2026 in Review

Center for Financial Planning reduced its Medtronic (MDT) stake by 17% in Q2 2026, selling an estimated $22K and leaving 1,321 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #235.

Center for Financial Planning first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $513K in Q3 2023. 668 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Center for Financial Planning held 1,321 shares of Medtronic worth $103K as of Q2 2026.
  • Center for Financial Planning sold 273 Medtronic shares in Q2 2026, an estimated $22K.
  • Medtronic made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #235 holding.
  • Center for Financial Planning first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Medtronic position peaked at $513K in Q3 2023.
  • 668 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.