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LifeSteps Financial’s Medtronic MDT Stock Holding History

LifeSteps 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 		$16K Buy
+204
New +$16.5K 0.01% 339
2024
Q2 		– Sell
-307
Closed -$26.8K – 270
2024
Q1 		$26.8K Buy
+307
New +$26.2K 0.02% 201

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LifeSteps Financial's MDT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Medtronic (MDT) in Q2 2026: 204 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MDT as recently as Q1 2024.

LifeSteps Financial first reported a position in MDT in Q1 2024 and has held it in 2 quarters since. The position peaked at $26.8K in Q1 2024. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • LifeSteps Financial held 204 shares of Medtronic worth $16K as of Q2 2026.
  • Medtronic was a new LifeSteps Financial position in Q2 2026.
  • Medtronic made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #339 holding.
  • LifeSteps Financial first reported a position in Medtronic in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Medtronic position peaked at $26.8K in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.