Spartan Planning & Wealth Management’s Medtronic MDT Stock Holding History

Spartan Planning & Wealth Management’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	–	Sell	-2,862	Closed	-$275K	–	83
2025 Q4	$275K	Buy	2,862 +159	+6%	+$15.4K	0.2%	68
2025 Q3	$257K	Buy	+2,703	New	+$248K	0.2%	71
2025 Q2	–	Sell	-2,617	Closed	-$235K	–	84
2025 Q1	$235K	Buy	+2,617	New	+$234K	0.23%	61
2023 Q4	$67.2K	Buy	816 +786	+2,620%	+$59.9K	0.07%	121
2023 Q3	$2.35K	Buy	+30	New	+$2.51K	﹤0.01%	111
2022 Q4	$2.1K	Hold	27	–	–	﹤0.01%	126
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	66
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	82
2022 Q1	$3K	Buy	+27	New	+$2.85K	﹤0.01%	124

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

Spartan Planning & Wealth Management's MDT Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,862 shares — an estimated $275K sold.

Spartan Planning & Wealth Management first reported a position in MDT in Q1 2022 and held it in 9 quarters. The position peaked at $275K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 2,862 Medtronic shares in Q1 2026, an estimated $275K.
Spartan Planning & Wealth Management first reported a position in Medtronic in Q1 2022 and held it in 9 quarters.
Spartan Planning & Wealth Management's Medtronic position peaked at $275K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.