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Kerr Financial Planning’s Medtronic MDT Stock Holding History

Kerr Financial 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
2026
Q2 		$7.67K Hold
98
– – 0.01% 398
2026
Q1 		$8.02K Hold
98
– – 0.01% 384
2025
Q4 		$10.2K Sell
98
-20
-17% -$1.94K 0.01% 361
2025
Q3 		$11.4K Buy
+118
New +$10.8K 0.02% 338

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

Kerr Financial Planning's MDT Position: Q2 2026 in Review

Kerr Financial Planning held its Medtronic (MDT) position steady in Q2 2026 at 98 shares worth $7.67K. The position accounts for 0.01% of the portfolio, ranked #398.

Kerr Financial Planning first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Kerr Financial Planning held 98 shares of Medtronic worth $7.67K as of Q2 2026.
  • Kerr Financial Planning left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #398 holding.
  • Kerr Financial Planning first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Medtronic position peaked at $11.4K in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.