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Journey Retirement Planning & Investment Management’s Medtronic MDT Stock Holding History

Journey Retirement Planning & Investment Management’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 		$1.03M Buy
13,230
+1,608
+14% +$130K 0.81% 26
2026
Q1 		$1.01M Sell
11,622
-30,538
-72% -$2.93M 0.89% 26
2025
Q4 		$4.05M Buy
+42,160
New +$4.1M 0.83% 24

Other funds holding MDT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MDT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Medtronic (MDT) stake by 14% in Q2 2026, buying an estimated $130K and bringing the position to 13,230 shares worth $1.03M. The position accounts for 0.81% of the portfolio, ranked #26.

Journey Retirement Planning & Investment Management first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.05M in Q4 2025. 1,269 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 13,230 shares of Medtronic worth $1.03M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 1,608 Medtronic shares in Q2 2026, an estimated $130K.
  • Medtronic made up 0.81% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #26 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Medtronic position peaked at $4.05M in Q4 2025.
  • 1,269 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.