Planning Strategies’s Medtronic MDT Stock Holding History

Planning Strategies’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	$5.35K	Buy	62 +31	+100%	+$2.73K	﹤0.01%	435
2026 Q2	$2.42K	Buy	+31	New	+$2.5K	﹤0.01%	547

Other funds holding MDT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Planning Strategies's MDT Position: Q3 2026 in Review

Planning Strategies increased its Medtronic (MDT) stake by 100% in Q3 2026, buying an estimated $2.73K and bringing the position to 62 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Planning Strategies first reported a position in MDT in Q2 2026 and has held it in 2 quarters since. 1,900 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Planning Strategies held 62 shares of Medtronic worth $5.35K as of Q3 2026.
Planning Strategies bought 31 Medtronic shares in Q3 2026, an estimated $2.73K.
Medtronic made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #435 holding.
Planning Strategies first reported a position in Medtronic in Q2 2026 and has held it in 2 quarters since.
1,900 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.