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Mark Sheptoff Financial Planning’s Medtronic MDT Stock Holding History

Mark Sheptoff 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
Q1 		$94K Sell
1,208
-1,700
-58% -$163K 0.05% 139
2025
Q4 		$279K Hold
2,908
– – 0.13% 91
2025
Q3 		$277K Sell
2,908
-150
-5% -$13.8K 0.13% 91
2025
Q2 		$267K Buy
3,058
+100
+3% +$8.48K 0.14% 86
2025
Q1 		$266K Buy
2,958
+50
+2% +$4.47K 0.15% 77
2024
Q4 		$232K Buy
2,908
+100
+4% +$8.66K 0.12% 86
2024
Q3 		$253K Sell
2,808
-50
-2% -$4.21K 0.13% 84
2024
Q2 		$225K Sell
2,858
-100
-3% -$8.2K 0.13% 88
2024
Q1 		$258K Buy
2,958
+50
+2% +$4.27K 0.14% 83
2023
Q4 		$240K Sell
2,908
-650
-18% -$49.5K 0.14% 79
2023
Q3 		$279K Hold
3,558
– – 0.18% 69
2023
Q2 		$313K Sell
3,558
-161
-4% -$13.9K 0.18% 71
2023
Q1 		$300K Sell
3,719
-149
-4% -$12.1K 0.17% 79
2022
Q4 		$301K Sell
3,868
-31
-0.8% -$2.51K 0.18% 77
2022
Q3 		$315K Sell
3,899
-1,128
-22% -$101K 0.19% 68
2022
Q2 		$451K Sell
5,027
-199
-4% -$20.2K 0.26% 64
2022
Q1 		$580K Buy
5,226
+200
+4% +$21.1K 0.29% 59
2021
Q4 		$520K Buy
5,026
+1
+0% +$116 0.25% 64
2021
Q3 		$630K Sell
5,025
-799
-14% -$103K 0.35% 55
2021
Q2 		$723K Buy
5,824
+1
+0% +$126 0.39% 45
2021
Q1 		$688K Sell
5,823
-199
-3% -$23.3K 0.39% 50
2020
Q4 		$705K Buy
6,022
+200
+3% +$22K 0.4% 51
2020
Q3 		$605K Buy
5,822
+1
+0% +$100 0.37% 47
2020
Q2 		$534K Sell
5,821
-949
-14% -$91K 0.35% 48
2020
Q1 		$611K Buy
6,770
+4,385
+184% +$467K 0.46% 43
2019
Q4 		$271K Hold
2,385
– – 0.17% 80
2019
Q3 		$259K Buy
2,385
+130
+6% +$13.6K 0.17% 82
2019
Q2 		$220K Hold
2,255
– – 0.15% 90
2019
Q1 		$205K Buy
2,255
+32
+1% +$2.86K 0.15% 96
2018
Q4 		$202K Buy
2,223
+250
+13% +$23.4K 0.17% 80
2018
Q3 		$194K Hold
1,973
– – 0.13% 103
2018
Q2 		$169K Sell
1,973
-5,916
-75% -$494K 0.13% 106
2018
Q1 		$633K Hold
7,889
– – 0.44% 56
2017
Q4 		$637K Hold
7,889
– – 0.41% 59
2017
Q3 		$614K Hold
7,889
– – 0.41% 58
2017
Q2 		$700K Sell
7,889
-1
-0% -$84 0.48% 55
2017
Q1 		$636K Buy
7,890
+1
+0% +$78 0.45% 56
2016
Q4 		$562K Hold
7,889
– – 0.42% 61
2016
Q3 		$682K Hold
7,889
– – 0.51% 49
2016
Q2 		$685K Hold
7,889
– – 0.51% 50
2016
Q1 		$592K Sell
7,889
-95
-1% -$7.16K 0.48% 49
2015
Q4 		$614K Buy
7,984
+95
+1% +$7.15K 0.5% 54
2015
Q3 		$528K Sell
7,889
-105
-1% -$7.73K 0.46% 56
2015
Q2 		$592K Sell
7,994
-606
-7% -$46.3K 0.48% 57
2015
Q1 		$671K Buy
+8,600
New +$652K 0.56% 50
2014
Q4 		– Sell
-7,781
Closed -$482K – 333
2014
Q3 		$482K Hold
7,781
– – 0.43% 63
2014
Q2 		$496K Hold
7,781
– – 0.42% 62
2014
Q1 		$479K Buy
+7,781
New +$453K 0.42% 61

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's MDT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Medtronic (MDT) stake by 58% in Q1 2026, selling an estimated $163K and leaving 1,208 shares worth $94K. The position accounts for 0.05% of the portfolio, ranked #139.

Mark Sheptoff Financial Planning first reported a position in MDT in Q1 2014 and has held it in 48 quarters since. The position peaked at $723K in Q2 2021. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,208 shares of Medtronic worth $94K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 1,700 Medtronic shares in Q1 2026, an estimated $163K.
  • Medtronic made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #139 holding.
  • Mark Sheptoff Financial Planning first reported a position in Medtronic in Q1 2014 and has held it in 48 quarters since.
  • Mark Sheptoff Financial Planning's Medtronic position peaked at $723K in Q2 2021.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.