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Phillips Wealth Planners’s Medtronic MDT Stock Holding History

Phillips Wealth Planners’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
Q2 		$1.03M Buy
12,236
+241
+2% +$19.4K 0.76% 35
2026
Q1 		$894K Buy
11,995
+905
+8% +$86.7K 0.67% 42
2025
Q4 		$1.11M Buy
11,090
+1,621
+17% +$157K 0.89% 30
2025
Q3 		$932K Buy
9,469
+2,338
+33% +$215K 0.77% 35
2025
Q2 		$632K Sell
7,131
-192
-3% -$16.3K 0.57% 55
2025
Q1 		$607K Buy
7,323
+1,586
+28% +$142K 0.64% 50
2024
Q4 		$463K Sell
5,737
-1,248
-18% -$108K 0.46% 72
2024
Q3 		$629K Sell
6,985
-103
-1% -$8.66K 0.6% 46
2024
Q2 		$546K Sell
7,088
-42
-0.6% -$3.44K 0.58% 53
2024
Q1 		$565K Buy
7,130
+68
+1% +$5.8K 0.65% 42
2023
Q4 		$609K Sell
7,062
-1,735
-20% -$132K 0.73% 38
2023
Q3 		$636K Buy
8,797
+304
+4% +$25.4K 0.86% 36
2023
Q2 		$748K Buy
8,493
+1,703
+25% +$147K 0.98% 28
2023
Q1 		$616K Buy
+6,790
New +$553K 0.81% 41

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Phillips Wealth Planners's MDT Position: Q2 2026 in Review

Phillips Wealth Planners increased its Medtronic (MDT) stake by 2% in Q2 2026, buying an estimated $19.4K and bringing the position to 12,236 shares worth $1.03M. The position accounts for 0.76% of the portfolio, ranked #35.

Phillips Wealth Planners first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Phillips Wealth Planners held 12,236 shares of Medtronic worth $1.03M as of Q2 2026.
  • Phillips Wealth Planners bought 241 Medtronic shares in Q2 2026, an estimated $19.4K.
  • Medtronic made up 0.76% of Phillips Wealth Planners's portfolio in Q2 2026, its #35 holding.
  • Phillips Wealth Planners first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Medtronic position peaked at $1.11M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.