KFP
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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
Q2 		$9.89M 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Keystone Financial Planning opened a new position in Medtronic (MDT) in Q2 2026: 126,411 shares worth $9.89M. The stake represents 2.55% of the portfolio and ranks #9 among its holdings. This is a return to the name: Keystone Financial Planning previously reported a position in MDT as recently as Q1 2023.

Keystone Financial Planning first reported a position in MDT in Q4 2022 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Keystone Financial Planning held 126,411 shares of Medtronic worth $9.89M as of Q2 2026.
  • Medtronic was a new Keystone Financial Planning position in Q2 2026.
  • Medtronic made up 2.55% of Keystone Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Keystone Financial Planning first reported a position in Medtronic in Q4 2022 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.