LifePlan Financial’s Medtronic MDT Stock Holding History

LifePlan Financial’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	$1.64M	Buy	21,005 +851	+4%	+$68.7K	1.15%	27
2026 Q1	$1.75M	Sell	20,154 -2,772	-12%	-$266K	1.29%	21
2025 Q4	$2.2M	Sell	22,926 -301	-1%	-$29.2K	1.69%	15
2025 Q3	$2.21M	Buy	23,227 +272	+1%	+$25K	1.75%	14
2025 Q2	$2M	Buy	22,955 +176	+0.8%	+$14.9K	1.66%	16
2025 Q1	$2.05M	Buy	22,779 +452	+2%	+$40.4K	1.79%	16
2024 Q4	$1.78M	Buy	22,327 +822	+4%	+$71.2K	1.58%	18
2024 Q3	$1.94M	Buy	21,505 +1,329	+7%	+$112K	1.66%	17
2024 Q2	$1.59M	Buy	20,176 +791	+4%	+$64.8K	1.46%	20
2024 Q1	$1.69M	Buy	19,385 +1,212	+7%	+$103K	1.55%	14
2023 Q4	$1.5M	Buy	+18,173	New	+$1.39M	1.5%	17

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifePlan Financial's MDT Position: Q2 2026 in Review

LifePlan Financial increased its Medtronic (MDT) stake by 4.2% in Q2 2026, buying an estimated $68.7K and bringing the position to 21,005 shares worth $1.64M. The position accounts for 1.15% of the portfolio, ranked #27.

LifePlan Financial first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.21M in Q3 2025. 901 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

LifePlan Financial held 21,005 shares of Medtronic worth $1.64M as of Q2 2026.
LifePlan Financial bought 851 Medtronic shares in Q2 2026, an estimated $68.7K.
Medtronic made up 1.15% of LifePlan Financial's portfolio in Q2 2026, its #27 holding.
LifePlan Financial first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Medtronic position peaked at $2.21M in Q3 2025.
901 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.