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Retirement Planning Company of New England’s Medtronic MDT Stock Holding History

Retirement Planning Company of New England’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 		$258K Buy
3,298
+216
+7% +$17.4K 0.09% 225
2026
Q1 		$267K Buy
3,082
+6
+0.2% +$575 0.11% 203
2025
Q4 		$295K Sell
3,076
-11
-0.4% -$1.07K 0.12% 193
2025
Q3 		$294K Sell
3,087
-7
-0.2% -$643 0.12% 191
2025
Q2 		$270K Sell
3,094
-35
-1% -$2.97K 0.12% 190
2025
Q1 		$281K Buy
3,129
+140
+5% +$12.5K 0.14% 178
2024
Q4 		$239K Buy
2,989
+139
+5% +$12K 0.12% 201
2024
Q3 		$257K Buy
2,850
+42
+1% +$3.53K 0.13% 187
2024
Q2 		$221K Buy
2,808
+105
+4% +$8.61K 0.12% 195
2024
Q1 		$236K Sell
2,703
-172
-6% -$14.7K 0.13% 192
2023
Q4 		$237K Buy
+2,875
New +$219K 0.11% 197
2023
Q3 		– Sell
-2,364
Closed -$208K – 221
2023
Q2 		$208K Buy
+2,364
New +$204K 0.12% 206
2022
Q3 		– Sell
-2,305
Closed -$206K – 212
2022
Q2 		$206K Buy
2,305
+7
+0.3% +$709 0.14% 195
2022
Q1 		$255K Buy
2,298
+11
+0.5% +$1.16K 0.14% 189
2021
Q4 		$236K Buy
+2,287
New +$265K 0.11% 190

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's MDT Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Medtronic (MDT) stake by 7% in Q2 2026, buying an estimated $17.4K and bringing the position to 3,298 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #225.

Retirement Planning Company of New England first reported a position in MDT in Q4 2021 and has held it in 15 quarters since. The position peaked at $295K in Q4 2025. 1,549 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Retirement Planning Company of New England held 3,298 shares of Medtronic worth $258K as of Q2 2026.
  • Retirement Planning Company of New England bought 216 Medtronic shares in Q2 2026, an estimated $17.4K.
  • Medtronic made up 0.09% of Retirement Planning Company of New England's portfolio in Q2 2026, its #225 holding.
  • Retirement Planning Company of New England first reported a position in Medtronic in Q4 2021 and has held it in 15 quarters since.
  • Retirement Planning Company of New England's Medtronic position peaked at $295K in Q4 2025.
  • 1,549 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.