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Peak Planning Group’s Medtronic MDT Stock Holding History

Peak Planning Group’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
2023
Q3 		– Sell
-5,166
Closed -$455K – 75
2023
Q2 		$455K Sell
5,166
-411
-7% -$35.4K 0.34% 51
2023
Q1 		$450K Buy
5,577
+186
+3% +$15.2K 0.36% 49
2022
Q4 		$419K Buy
5,391
+2,533
+89% +$205K 0.37% 55
2022
Q3 		$231K Buy
2,858
+442
+18% +$39.7K 0.21% 73
2022
Q2 		$217K Buy
+2,416
New +$245K 0.18% 74
2021
Q4 		$223K Sell
2,151
-101
-4% -$11.7K 0.16% 76
2021
Q3 		$282K Buy
+2,252
New +$291K 0.24% 67
2021
Q1 		$226K Buy
+1,914
New +$224K 0.22% 71

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Peak Planning Group's MDT Position: Q3 2023 in Review

Peak Planning Group sold out of Medtronic (MDT) in Q3 2023, closing a stake of 5,166 shares — an estimated $455K sold.

Peak Planning Group first reported a position in MDT in Q1 2021 and held it in 8 quarters. The position peaked at $455K in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Peak Planning Group reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Peak Planning Group sold 5,166 Medtronic shares in Q3 2023, an estimated $455K.
  • Peak Planning Group first reported a position in Medtronic in Q1 2021 and held it in 8 quarters.
  • Peak Planning Group's Medtronic position peaked at $455K in Q2 2023.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Peak Planning Group's 13F filing for Q3 2023, filed 26 May 2026.