PAW
MDT icon

Plan A Wealth’s Medtronic MDT Stock Holding History

Plan A Wealth’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
Q3 		$511K Buy
5,917
+129
+2% +$11.4K 0.18% 82
2026
Q2 		$453K Buy
5,788
+554
+11% +$44.7K 0.19% 84
2026
Q1 		$454K Buy
5,234
+356
+7% +$34.1K 0.22% 75
2025
Q4 		$469K Buy
4,878
+172
+4% +$16.7K 0.23% 77
2025
Q3 		$448K Buy
4,706
+495
+12% +$45.5K 0.23% 82
2025
Q2 		$367K Buy
+4,211
New +$357K 0.21% 96

Other funds holding MDT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Plan A Wealth's MDT Position: Q3 2026 in Review

Plan A Wealth increased its Medtronic (MDT) stake by 2.2% in Q3 2026, buying an estimated $11.4K and bringing the position to 5,917 shares worth $511K. The position accounts for 0.18% of the portfolio, ranked #82.

Plan A Wealth first reported a position in MDT in Q2 2025 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Plan A Wealth held 5,917 shares of Medtronic worth $511K as of Q3 2026.
  • Plan A Wealth bought 129 Medtronic shares in Q3 2026, an estimated $11.4K.
  • Medtronic made up 0.18% of Plan A Wealth's portfolio in Q3 2026, its #82 holding.
  • Plan A Wealth first reported a position in Medtronic in Q2 2025 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.