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
2020
Q3
Sell
-300
Closed -$1K 2223
2020
Q2
$1K Buy
+300
New +$28.8K ﹤0.01% 1993
2016
Q4
Sell
-1,300
Closed -$1K 4745
2016
Q3
$1K Buy
+1,300
New +$113K ﹤0.01% 4410

Other funds holding MDT

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.