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BFC Planning, Inc.’s Medtronic MDT Stock Holding History

BFC Planning, Inc.’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 		$3.22M Buy
41,182
+1,164
+3% +$93.9K 0.13% 166
2026
Q1 		$3.47M Sell
40,018
-63,316
-61% -$6.07M 0.15% 135
2025
Q4 		$9.9M Buy
103,334
+99,586
+2,657% +$9.7M 0.44% 42
2025
Q3 		$357K Sell
3,748
-66
-2% -$6.07K 0.03% 479
2025
Q2 		$333K Sell
3,814
-1,827
-32% -$155K 0.03% 458
2025
Q1 		$507K Buy
5,641
+56
+1% +$5.01K 0.04% 328
2024
Q4 		$446K Buy
+5,585
New +$483K 0.04% 361

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s MDT Position: Q2 2026 in Review

BFC Planning, Inc. increased its Medtronic (MDT) stake by 2.9% in Q2 2026, buying an estimated $93.9K and bringing the position to 41,182 shares worth $3.22M. The position accounts for 0.13% of the portfolio, ranked #166.

BFC Planning, Inc. first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.9M in Q4 2025. 2,151 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • BFC Planning, Inc. held 41,182 shares of Medtronic worth $3.22M as of Q2 2026.
  • BFC Planning, Inc. bought 1,164 Medtronic shares in Q2 2026, an estimated $93.9K.
  • Medtronic made up 0.13% of BFC Planning, Inc.'s portfolio in Q2 2026, its #166 holding.
  • BFC Planning, Inc. first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Medtronic position peaked at $9.9M in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.