Creative Planning’s Medtronic MDT Stock Holding History

Creative 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
2019 Q2	–	Sell	-100	Closed	-$4K	–	2079
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	1917
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	1877
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	2015
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1983
2018 Q1	$3K	Buy	+100	New	+$8.25K	﹤0.01%	1974

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.