Plante Moran Financial Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$50.9K Buy
650
+86
+15% +$6.94K ﹤0.01% 343
2026
Q1
$48.9K Sell
564
-25
-4% -$2.4K ﹤0.01% 317
2025
Q4
$56.6K Sell
589
-4
-0.7% -$389 ﹤0.01% 309
2025
Q3
$56.5K Buy
593
+39
+7% +$3.58K ﹤0.01% 319
2025
Q2
$48.3K Hold
554
﹤0.01% 335
2025
Q1
$49.8K Sell
554
-27
-5% -$2.42K ﹤0.01% 334
2024
Q4
$46.4K Sell
581
-1,525
-72% -$132K ﹤0.01% 357
2024
Q3
$190K Buy
2,106
+912
+76% +$76.7K 0.02% 186
2024
Q2
$94K Buy
1,194
+30
+3% +$2.46K 0.01% 253
2024
Q1
$101K Sell
1,164
-31
-3% -$2.65K 0.01% 250
2023
Q4
$98.4K Sell
1,195
-36
-3% -$2.74K 0.01% 248
2023
Q3
$96.5K Buy
1,231
+52
+4% +$4.35K 0.01% 229
2023
Q2
$104K Buy
1,179
+15
+1% +$1.29K 0.01% 230
2023
Q1
$93.8K Hold
1,164
0.01% 235
2022
Q4
$90.5K Hold
1,164
0.01% 243
2022
Q3
$94K Sell
1,164
-404
-26% -$36.3K 0.02% 222
2022
Q2
$141K Buy
1,568
+203
+15% +$20.6K 0.02% 180
2022
Q1
$151K Sell
1,365
-257
-16% -$27.2K 0.03% 186
2021
Q4
$168K Buy
1,622
+225
+16% +$26.1K 0.03% 199
2021
Q3
$175K Sell
1,397
-100
-7% -$12.9K 0.04% 204
2021
Q2
$186K Sell
1,497
-456
-23% -$57.3K 0.05% 185
2021
Q1
$231K Buy
1,953
+464
+31% +$54.4K 0.06% 154
2020
Q4
$174K Buy
1,489
+74
+5% +$8.15K 0.05% 188
2020
Q3
$147K Sell
1,415
-14
-1% -$1.41K 0.05% 194
2020
Q2
$131K Buy
1,429
+4
+0.3% +$384 0.05% 179
2020
Q1
$129K Buy
1,425
+157
+12% +$16.7K 0.06% 164
2019
Q4
$144K Buy
1,268
+62
+5% +$6.8K 0.05% 199
2019
Q3
$131K Sell
1,206
-516
-30% -$53.8K 0.04% 213
2019
Q2
$168K Sell
1,722
-7
-0.4% -$639 0.05% 170
2019
Q1
$157K Buy
1,729
+372
+27% +$33.3K 0.05% 177
2018
Q4
$123K Buy
1,357
+417
+44% +$39K 0.04% 182
2018
Q3
$92K Sell
940
-67
-7% -$6.19K 0.03% 224
2018
Q2
$86K Sell
1,007
-671
-40% -$56K 0.04% 242
2018
Q1
$135K Buy
1,678
+487
+41% +$40.2K 0.07% 191
2017
Q4
$96K Sell
1,191
-171
-13% -$13.7K 0.05% 233
2017
Q3
$106K Buy
1,362
+357
+36% +$29.6K 0.06% 198
2017
Q2
$89K Buy
1,005
+83
+9% +$7K 0.06% 214
2017
Q1
$74K Buy
922
+289
+46% +$22.6K 0.04% 248
2016
Q4
$45K Sell
633
-406
-39% -$31.9K 0.03% 350
2016
Q3
$90K Sell
1,039
-110
-10% -$9.59K 0.06% 219
2016
Q2
$100K Buy
1,149
+28
+2% +$2.26K 0.07% 184
2016
Q1
$84K Sell
1,121
-214
-16% -$16.1K 0.06% 195
2015
Q4
$103K Sell
1,335
-25
-2% -$1.88K 0.08% 183
2015
Q3
$91K Sell
1,360
-536
-28% -$39.5K 0.07% 188
2015
Q2
$141K Buy
1,896
+817
+76% +$62.4K 0.1% 152
2015
Q1
$84K Buy
1,079
+433
+67% +$32.8K 0.06% 207
2014
Q4
$47K Sell
646
-97
-13% -$6.74K 0.03% 288
2014
Q3
$46K Sell
743
-1,384
-65% -$88K 0.04% 267
2014
Q2
$136K Buy
2,127
+295
+16% +$17.9K 0.12% 115
2014
Q1
$113K Sell
1,832
-1,967
-52% -$115K 0.12% 105
2013
Q4
$218K Buy
3,799
+1,692
+80% +$95.9K 0.12% 84
2013
Q3
$112K Buy
2,107
+24
+1% +$1.29K 0.07% 103
2013
Q2
$107K Buy
+2,083
New +$103K 0.08% 97

Other funds holding MDT

Plante Moran Financial Advisors's MDT Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Medtronic (MDT) stake by 15% in Q2 2026, buying an estimated $6.94K and bringing the position to 650 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Plante Moran Financial Advisors first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $231K in Q1 2021. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Plante Moran Financial Advisors held 650 shares of Medtronic worth $50.9K as of Q2 2026.
  • Plante Moran Financial Advisors bought 86 Medtronic shares in Q2 2026, an estimated $6.94K.
  • Medtronic made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #343 holding.
  • Plante Moran Financial Advisors first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Medtronic position peaked at $231K in Q1 2021.
  • 1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.