Plancorp LLC’s Medtronic MDT Stock Holding History

Plancorp LLC’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	$265K	Buy	+2,750	New	+$242K	0.01%	377
2019 Q2	–	Sell	-8,865	Closed	-$807K	–	179
2019 Q1	$807K	Buy	8,865 +512	+6%	+$45.8K	0.31%	68
2018 Q4	$760K	Buy	8,353 +14	+0.2%	+$1.31K	0.34%	66
2018 Q3	$820K	Buy	8,339 +36	+0.4%	+$3.33K	0.32%	72
2018 Q2	$711K	Sell	8,303 -6	-0.1%	-$501	0.28%	79
2018 Q1	$667K	Hold	8,309	–	–	0.21%	78
2017 Q4	$671K	Sell	8,309 -5	-0.1%	-$400	0.22%	79
2017 Q3	$646K	Sell	8,314 -8	-0.1%	-$664	0.19%	80
2017 Q2	$738K	Hold	8,322	–	–	0.22%	67
2017 Q1	$670K	Buy	8,322 +94	+1%	+$7.34K	0.2%	74
2016 Q4	$585K	Buy	+8,228	New	+$646K	0.17%	85
2016 Q1	–	Sell	-7,810	Closed	-$601K	–	65
2015 Q4	$601K	Buy	+7,810	New	+$588K	0.72%	34
2015 Q2	–	Sell	-7,810	Closed	-$609K	–	94
2015 Q1	$609K	Hold	7,810	–	–	0.61%	41
2014 Q4	$564K	Sell	7,810 -2,440	-24%	-$169K	0.59%	32
2014 Q3	$635K	Buy	10,250 +2,440	+31%	+$155K	0.67%	32
2014 Q2	$498K	Sell	7,810 -4,040	-34%	-$245K	0.45%	36
2014 Q1	$730K	Sell	11,850 -110	-0.9%	-$6.41K	0.5%	40
2013 Q4	$685K	Buy	+11,960	New	+$678K	0.6%	34

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Plancorp LLC's MDT Position: Q3 2026 in Review

Plancorp LLC opened a new position in Medtronic (MDT) in Q3 2026: 2,750 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Plancorp LLC previously reported a position in MDT as recently as Q1 2019.

Plancorp LLC first reported a position in MDT in Q4 2013 and has held it in 18 quarters since. The position peaked at $820K in Q3 2018. 1,378 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Plancorp LLC held 2,750 shares of Medtronic worth $265K as of Q3 2026.
Medtronic was a new Plancorp LLC position in Q3 2026.
Medtronic made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #377 holding.
Plancorp LLC first reported a position in Medtronic in Q4 2013 and has held it in 18 quarters since.
Plancorp LLC's Medtronic position peaked at $820K in Q3 2018.
1,378 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.