Creative Planning
MDT icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Creative Planning's MDT Position: Q2 2026 in Review

Creative Planning increased its Medtronic (MDT) stake by 36% in Q2 2026, buying an estimated $9.71M and bringing the position to 457,500 shares worth $35.8M. The position accounts for 0.02% of the portfolio, ranked #307.

Creative Planning first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Creative Planning held 457,500 shares of Medtronic worth $35.8M as of Q2 2026.
  • Creative Planning bought 120,368 Medtronic shares in Q2 2026, an estimated $9.71M.
  • Medtronic made up 0.02% of Creative Planning's portfolio in Q2 2026, its #307 holding.
  • Creative Planning first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.