Creative Planning’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.2M | Buy |
337,132
+10,654
| +3% | +$1.02M | 0.02% | 318 |
|
|
2025
Q4 | $31.4M | Buy |
326,478
+36,782
| +13% | +$3.57M | 0.02% | 281 |
|
|
2025
Q3 | $27.6M | Buy |
289,696
+36,586
| +14% | +$3.36M | 0.02% | 292 |
|
|
2025
Q2 | $22.1M | Sell |
253,110
-8,366
| -3% | -$709K | 0.02% | 317 |
|
|
2025
Q1 | $23.5M | Buy |
261,476
+45,858
| +21% | +$4.1M | 0.02% | 290 |
|
|
2024
Q4 | $17.2M | Sell |
215,618
-8,122
| -4% | -$703K | 0.02% | 322 |
|
|
2024
Q3 | $20.1M | Sell |
223,740
-23,321
| -9% | -$1.96M | 0.02% | 283 |
|
|
2024
Q2 | $19.4M | Buy |
247,061
+15,305
| +7% | +$1.25M | 0.02% | 277 |
|
|
2024
Q1 | $20.2M | Buy |
231,756
+5,883
| +3% | +$502K | 0.02% | 261 |
|
|
2023
Q4 | $18.6M | Sell |
225,873
-1,093
| -0.5% | -$83.3K | 0.03% | 249 |
|
|
2023
Q3 | $17.8M | Buy |
226,966
+82,413
| +57% | +$6.9M | 0.02% | 256 |
|
|
2023
Q2 | $12.7M | Buy |
144,553
+16,078
| +13% | +$1.38M | 0.02% | 301 |
|
|
2023
Q1 | $10.4M | Buy |
128,475
+2,311
| +2% | +$188K | 0.01% | 329 |
|
|
2022
Q4 | $9.81M | Sell |
126,164
-26,772
| -18% | -$2.17M | 0.01% | 341 |
|
|
2022
Q3 | $12.3M | Sell |
152,936
-2,442
| -2% | -$219K | 0.02% | 263 |
|
|
2022
Q2 | $13.9M | Buy |
155,378
+9,452
| +6% | +$958K | 0.02% | 257 |
|
|
2022
Q1 | $16.2M | Buy |
145,926
+36,780
| +34% | +$3.89M | 0.03% | 241 |
|
|
2021
Q4 | $11.3M | Sell |
109,146
-2,177
| -2% | -$252K | 0.02% | 263 |
|
|
2021
Q3 | $14M | Buy |
111,323
+5,620
| +5% | +$727K | 0.02% | 215 |
|
|
2021
Q2 | $13.1M | Sell |
105,703
-39,620
| -27% | -$4.97M | 0.02% | 223 |
|
|
2021
Q1 | $17.2M | Sell |
145,323
-4,492
| -3% | -$526K | 0.03% | 192 |
|
|
2020
Q4 | $17.5M | Buy |
149,815
+25,429
| +20% | +$2.8M | 0.04% | 176 |
|
|
2020
Q3 | $12.9M | Buy |
124,386
+9,499
| +8% | +$954K | 0.03% | 179 |
|
|
2020
Q2 | $10.5M | Buy |
114,887
+4,639
| +4% | +$445K | 0.03% | 189 |
|
|
2020
Q1 | $9.94M | Sell |
110,248
-6,549
| -6% | -$697K | 0.04% | 173 |
|
|
2019
Q4 | $13.3M | Sell |
116,797
-2,201
| -2% | -$242K | 0.04% | 159 |
|
|
2019
Q3 | $12.9M | Sell |
118,998
-9,606
| -7% | -$1M | 0.04% | 151 |
|
|
2019
Q2 | $12.5M | Buy |
128,604
+5,049
| +4% | +$461K | 0.04% | 153 |
|
|
2019
Q1 | $11.3M | Sell |
123,555
-3,474
| -3% | -$311K | 0.04% | 149 |
|
|
2018
Q4 | $11.6M | Buy |
127,029
+21,053
| +20% | +$1.97M | 0.05% | 132 |
|
|
2018
Q3 | $10.4M | Buy |
105,976
+4,090
| +4% | +$378K | 0.04% | 158 |
|
|
2018
Q2 | $8.72M | Sell |
101,886
-4,596
| -4% | -$384K | 0.03% | 170 |
|
|
2018
Q1 | $8.54M | Buy |
106,482
+5,463
| +5% | +$451K | 0.03% | 161 |
|
|
2017
Q4 | $8.16M | Buy |
101,019
+3,773
| +4% | +$302K | 0.04% | 170 |
|
|
2017
Q3 | $7.56M | Sell |
97,246
-1,978
| -2% | -$164K | 0.04% | 175 |
|
|
2017
Q2 | $8.81M | Sell |
99,224
-5,198
| -5% | -$438K | 0.04% | 151 |
|
|
2017
Q1 | $8.41M | Buy |
104,422
+3,626
| +4% | +$283K | 0.05% | 152 |
|
|
2016
Q4 | $7.18M | Sell |
100,796
-3,316
| -3% | -$261K | 0.04% | 165 |
|
|
2016
Q3 | $8.99M | Buy |
104,112
+37,317
| +56% | +$3.25M | 0.06% | 130 |
|
|
2016
Q2 | $5.8M | Buy |
66,795
+1,108
| +2% | +$89.6K | 0.04% | 159 |
|
|
2016
Q1 | $4.93M | Buy |
65,687
+1,561
| +2% | +$118K | 0.04% | 164 |
|
|
2015
Q4 | $4.93M | Sell |
64,126
-404
| -0.6% | -$30.4K | 0.04% | 164 |
|
|
2015
Q3 | $4.32M | Buy |
64,530
+11,314
| +21% | +$833K | 0.04% | 170 |
|
|
2015
Q2 | $3.94M | Sell |
53,216
-2,433
| -4% | -$186K | 0.04% | 176 |
|
|
2015
Q1 | $4.34M | Buy |
55,649
+5,706
| +11% | +$432K | 0.04% | 161 |
|
|
2014
Q4 | $3.61M | Sell |
49,943
-3,868
| -7% | -$269K | 0.04% | 175 |
|
|
2014
Q3 | $3.33M | Buy |
53,811
+20,598
| +62% | +$1.31M | 0.04% | 171 |
|
|
2014
Q2 | $2.12M | Sell |
33,213
-3,129
| -9% | -$190K | 0.03% | 218 |
|
|
2014
Q1 | $2.24M | Buy |
36,342
+4,704
| +15% | +$274K | 0.03% | 181 |
|
|
2013
Q4 | $1.82M | Sell |
31,638
-2,060
| -6% | -$117K | 0.03% | 196 |
|
|
2013
Q3 | $1.79M | Buy |
33,698
+4,975
| +17% | +$268K | 0.04% | 165 |
|
|
2013
Q2 | $1.48M | Buy |
+28,723
| New | +$1.42M | 0.03% | 175 |
|
Other funds holding MDT
VCM
VPM
Creative Planning's MDT Position: Q1 2026 in Review
Creative Planning increased its Medtronic (MDT) stake by 3.3% in Q1 2026, buying an estimated $1.02M and bringing the position to 337,132 shares worth $29.2M. The position accounts for 0.02% of the portfolio, ranked #318.
Creative Planning first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.4M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Creative Planning held 337,132 shares of Medtronic worth $29.2M as of Q1 2026.
- Creative Planning bought 10,654 Medtronic shares in Q1 2026, an estimated $1.02M.
- Medtronic made up 0.02% of Creative Planning's portfolio in Q1 2026, its #318 holding.
- Creative Planning first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Medtronic position peaked at $31.4M in Q4 2025.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.