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Cornerstone Planning Group’s Medtronic MDT Stock Holding History

Cornerstone Planning Group’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 		$90K Buy
1,099
+161
+17% +$13K 0.01% 268
2026
Q1 		$73K Buy
938
+206
+28% +$19.7K 0.01% 308
2025
Q4 		$73.8K Buy
732
+17
+2% +$1.65K 0.01% 262
2025
Q3 		$65.1K Buy
715
+159
+29% +$14.6K 0.01% 279
2025
Q2 		$49.9K Sell
556
-122
-18% -$10.3K 0.01% 240
2025
Q1 		$56.8K Buy
678
+456
+205% +$40.8K 0.01% 214
2024
Q4 		$20.5K Buy
222
+28
+14% +$2.42K 0.01% 305
2024
Q3 		$17.5K Sell
194
-29
-13% -$2.44K ﹤0.01% 317
2024
Q2 		$17.8K Sell
223
-40
-15% -$3.28K 0.01% 333
2024
Q1 		$21.4K Sell
263
-20
-7% -$1.71K 0.01% 287
2023
Q4 		$23.3K Sell
283
-45
-14% -$3.43K 0.01% 295
2023
Q3 		$25.7K Sell
328
-192
-37% -$16.1K 0.01% 275
2023
Q2 		$45.8K Buy
+520
New +$44.8K 0.02% 260
2022
Q4 		$56.3K Buy
+707
New +$57.3K 0.02% 249

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cornerstone Planning Group's MDT Position: Q2 2026 in Review

Cornerstone Planning Group increased its Medtronic (MDT) stake by 17% in Q2 2026, buying an estimated $13K and bringing the position to 1,099 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #268.

Cornerstone Planning Group first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. 1,333 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cornerstone Planning Group held 1,099 shares of Medtronic worth $90K as of Q2 2026.
  • Cornerstone Planning Group bought 161 Medtronic shares in Q2 2026, an estimated $13K.
  • Medtronic made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #268 holding.
  • Cornerstone Planning Group first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.