Comprehensive Financial Planning’s Medtronic MDT Stock Holding History

Comprehensive 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	$1.8K	Hold	23	–	–	﹤0.01%	354
2026 Q1	$1.99K	Hold	23	–	–	﹤0.01%	338
2025 Q4	$2.21K	Hold	23	–	–	﹤0.01%	360
2025 Q3	$2.19K	Hold	23	–	–	﹤0.01%	302
2025 Q2	$2K	Hold	23	–	–	﹤0.01%	290
2025 Q1	$2.07K	Hold	23	–	–	﹤0.01%	282
2024 Q4	$1.84K	Buy	+23	New	+$1.99K	﹤0.01%	314

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Comprehensive Financial Planning's MDT Position: Q2 2026 in Review

Comprehensive Financial Planning held its Medtronic (MDT) position steady in Q2 2026 at 23 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Comprehensive Financial Planning first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Comprehensive Financial Planning held 23 shares of Medtronic worth $1.8K as of Q2 2026.
Comprehensive Financial Planning left its Medtronic share count unchanged in Q2 2026.
Medtronic made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #354 holding.
Comprehensive Financial Planning first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Medtronic position peaked at $2.21K in Q4 2025.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.