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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
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

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

Plan A Wealth's MDT Position: Q2 2026 in Review

Plan A Wealth increased its Medtronic (MDT) stake by 11% in Q2 2026, buying an estimated $44.7K and bringing the position to 5,788 shares worth $453K. The position accounts for 0.19% of the portfolio, ranked #84.

Plan A Wealth first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $469K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Plan A Wealth held 5,788 shares of Medtronic worth $453K as of Q2 2026.
  • Plan A Wealth bought 554 Medtronic shares in Q2 2026, an estimated $44.7K.
  • Medtronic made up 0.19% of Plan A Wealth's portfolio in Q2 2026, its #84 holding.
  • Plan A Wealth first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's Medtronic position peaked at $469K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.