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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phillips Wealth Planners's MDT Position: Q1 2026 in Review

Phillips Wealth Planners increased its Medtronic (MDT) stake by 8.2% in Q1 2026, buying an estimated $86.7K and bringing the position to 11,995 shares worth $894K. The position accounts for 0.67% of the portfolio, ranked #42.

Phillips Wealth Planners first reported a position in MDT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Phillips Wealth Planners held 11,995 shares of Medtronic worth $894K as of Q1 2026.
Phillips Wealth Planners bought 905 Medtronic shares in Q1 2026, an estimated $86.7K.
Medtronic made up 0.67% of Phillips Wealth Planners's portfolio in Q1 2026, its #42 holding.
Phillips Wealth Planners first reported a position in Medtronic in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's Medtronic position peaked at $1.11M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.