Keystone Financial Planning
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Keystone Financial Planning’s Medtronic MDT Stock Holding History

Keystone 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
Q3 		– Sell
-126,411
Closed -$9.9M – 40
2026
Q2 		$9.9M Buy
+126,411
New +$10.2M 2.55% 9
2023
Q2 		– Sell
-10,754
Closed -$867K – 49
2023
Q1 		$867K Buy
10,754
+1,151
+12% +$93.8K 0.3% 38
2022
Q4 		$746K Buy
+9,603
New +$778K 0.25% 37

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Keystone Financial Planning's MDT Position: Q3 2026 in Review

Keystone Financial Planning sold out of Medtronic (MDT) in Q3 2026, closing a stake of 126,411 shares — an estimated $9.9M sold.

Keystone Financial Planning first reported a position in MDT in Q4 2022 and held it in 3 quarters. The position peaked at $9.9M in Q2 2026. 697 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Keystone Financial Planning reported no remaining Medtronic position as of Q3 2026 after selling out during the quarter.
  • Keystone Financial Planning sold 126,411 Medtronic shares in Q3 2026, an estimated $9.9M.
  • Keystone Financial Planning first reported a position in Medtronic in Q4 2022 and held it in 3 quarters.
  • Keystone Financial Planning's Medtronic position peaked at $9.9M in Q2 2026.
  • 697 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.