Retirement Planning Group (Kansas)’s Medtronic MDT Stock Holding History

Retirement Planning Group (Kansas)’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 Q1	$337K	Sell	3,885 -236	-6%	-$22.6K	0.01%	368
2025 Q4	$396K	Buy	4,121 +700	+20%	+$68K	0.01%	299
2025 Q3	$326K	Buy	+3,421	New	+$314K	0.01%	316
2024 Q1	–	Sell	-3,653	Closed	-$301K	–	215
2023 Q4	$301K	Buy	3,653 +582	+19%	+$44.4K	0.03%	138
2023 Q3	$241K	Buy	3,071 +414	+16%	+$34.7K	0.03%	141
2023 Q2	$234K	Hold	2,657	–	–	0.02%	150
2023 Q1	$214K	Buy	+2,657	New	+$217K	0.02%	137

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s MDT Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Medtronic (MDT) stake by 5.7% in Q1 2026, selling an estimated $22.6K and leaving 3,885 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #368.

Retirement Planning Group (Kansas) first reported a position in MDT in Q1 2023 and has held it in 7 quarters since. The position peaked at $396K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Retirement Planning Group (Kansas) held 3,885 shares of Medtronic worth $337K as of Q1 2026.
Retirement Planning Group (Kansas) sold 236 Medtronic shares in Q1 2026, an estimated $22.6K.
Medtronic made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #368 holding.
Retirement Planning Group (Kansas) first reported a position in Medtronic in Q1 2023 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s Medtronic position peaked at $396K in Q4 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.