Peak Retirement Planning’s Medtronic MDT Stock Holding History

Peak Retirement 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	–	Sell	-2,186	Closed	-$210K	–	158
2025 Q4	$210K	Buy	+2,186	New	+$212K	0.05%	139

Other funds holding MDT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Peak Retirement Planning's MDT Position: Q1 2026 in Review

Peak Retirement Planning sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,186 shares — an estimated $210K sold.

Peak Retirement Planning first reported a position in MDT in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 2,244 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Peak Retirement Planning reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Peak Retirement Planning sold 2,186 Medtronic shares in Q1 2026, an estimated $210K.
Peak Retirement Planning first reported a position in Medtronic in Q4 2025 and held it in 1 quarter.
Peak Retirement Planning's Medtronic position peaked at $210K in Q4 2025.
2,244 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.