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Consolidated Planning Corp’s Medtronic MDT Stock Holding History

Consolidated Planning Corp’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 		– Sell
-3,627
Closed -$348K – 182
2025
Q4 		$348K Buy
+3,627
New +$352K 0.04% 165
2024
Q2 		– Sell
-50,940
Closed -$4.44M – 200
2024
Q1 		$4.44M Buy
50,940
+2,267
+5% +$193K 0.76% 47
2023
Q4 		$4.01M Buy
48,673
+1,706
+4% +$130K 0.75% 41
2023
Q3 		$3.68M Buy
46,967
+2,106
+5% +$176K 0.82% 41
2023
Q2 		$3.95M Buy
44,861
+879
+2% +$75.7K 0.83% 39
2023
Q1 		$3.55M Buy
43,982
+10,285
+31% +$838K 0.92% 38
2022
Q4 		$2.62M Buy
+33,697
New +$2.73M 0.72% 43
2021
Q4 		– Sell
-497
Closed -$62K – 291
2021
Q3 		$62K Buy
+497
New +$64.3K 0.04% 149

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Planning Corp's MDT Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Medtronic (MDT) in Q1 2026, closing a stake of 3,627 shares — an estimated $348K sold.

Consolidated Planning Corp first reported a position in MDT in Q3 2021 and held it in 8 quarters. The position peaked at $4.44M in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 3,627 Medtronic shares in Q1 2026, an estimated $348K.
  • Consolidated Planning Corp first reported a position in Medtronic in Q3 2021 and held it in 8 quarters.
  • Consolidated Planning Corp's Medtronic position peaked at $4.44M in Q1 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.