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PDS Planning’s Medtronic MDT Stock Holding History

PDS 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 		$310K Sell
3,574
-1,080
-23% -$103K 0.02% 382
2025
Q4 		$447K Buy
4,654
+1,003
+27% +$97.4K 0.03% 282
2025
Q3 		$348K Buy
3,651
+659
+22% +$60.6K 0.02% 332
2025
Q2 		$261K Sell
2,992
-285
-9% -$24.2K 0.02% 397
2025
Q1 		$294K Buy
+3,277
New +$293K 0.02% 331
2024
Q4 		– Sell
-2,561
Closed -$231K – 461
2024
Q3 		$231K Sell
2,561
-893
-26% -$75.1K 0.02% 371
2024
Q2 		$272K Buy
3,454
+1,074
+45% +$88K 0.03% 286
2024
Q1 		$207K Buy
+2,380
New +$203K 0.02% 353
2023
Q4 		– Sell
-3,081
Closed -$241K – 374
2023
Q3 		$241K Sell
3,081
-405
-12% -$33.9K 0.03% 251
2023
Q2 		$307K Buy
3,486
+425
+14% +$36.6K 0.04% 210
2023
Q1 		$247K Buy
+3,061
New +$249K 0.03% 229
2022
Q3 		– Sell
-2,155
Closed -$193K – 221
2022
Q2 		$193K Sell
2,155
-473
-18% -$47.9K 0.03% 193
2022
Q1 		$292K Buy
+2,628
New +$278K 0.05% 151
2021
Q4 		– Sell
-2,134
Closed -$267K – 225
2021
Q3 		$267K Buy
2,134
+171
+9% +$22.1K 0.06% 142
2021
Q2 		$244K Buy
1,963
+123
+7% +$15.4K 0.06% 149
2021
Q1 		$217K Buy
1,840
+88
+5% +$10.3K 0.06% 148
2020
Q4 		$205K Buy
+1,752
New +$193K 0.07% 145

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

PDS Planning's MDT Position: Q1 2026 in Review

PDS Planning reduced its Medtronic (MDT) stake by 23% in Q1 2026, selling an estimated $103K and leaving 3,574 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #382.

PDS Planning first reported a position in MDT in Q4 2020 and has held it in 17 quarters since. The position peaked at $447K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • PDS Planning held 3,574 shares of Medtronic worth $310K as of Q1 2026.
  • PDS Planning sold 1,080 Medtronic shares in Q1 2026, an estimated $103K.
  • Medtronic made up 0.02% of PDS Planning's portfolio in Q1 2026, its #382 holding.
  • PDS Planning first reported a position in Medtronic in Q4 2020 and has held it in 17 quarters since.
  • PDS Planning's Medtronic position peaked at $447K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.