Litman Gregory Wealth Management’s Medtronic MDT Stock Holding History

Litman Gregory Wealth Management’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
2025 Q4	$865	Buy	+9	New	+$874	﹤0.01%	329
2021 Q2	–	Sell	-322	Closed	-$38K	–	140
2021 Q1	$38K	Sell	322 -2,640	-89%	-$309K	0.01%	107
2020 Q4	$347K	Buy	2,962 +171	+6%	+$18.8K	0.06%	52
2020 Q3	$290K	Buy	2,791 +11	+0.4%	+$1.1K	0.06%	53
2020 Q2	$255K	Sell	2,780 -61	-2%	-$5.85K	0.06%	54
2020 Q1	$256K	Buy	+2,841	New	+$302K	0.06%	50
2019 Q4	–	Sell	-36	Closed	-$4K	–	244
2019 Q3	$4K	Sell	36 -37	-51%	-$3.86K	﹤0.01%	160
2019 Q2	$7K	Buy	+73	New	+$6.67K	﹤0.01%	161

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Litman Gregory Wealth Management's MDT Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Medtronic (MDT) in Q4 2025: 9 shares worth $865. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in MDT as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in MDT in Q2 2019 and has held it in 8 quarters since. The position peaked at $347K in Q4 2020. 2,319 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Litman Gregory Wealth Management held 9 shares of Medtronic worth $865 as of Q4 2025.
Medtronic was a new Litman Gregory Wealth Management position in Q4 2025.
Medtronic made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #329 holding.
Litman Gregory Wealth Management first reported a position in Medtronic in Q2 2019 and has held it in 8 quarters since.
Litman Gregory Wealth Management's Medtronic position peaked at $347K in Q4 2020.
2,319 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.