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Tempus Wealth Planning’s Medtronic MDT Stock Holding History

Tempus Wealth Planning’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 		$213K Buy
2,729
+126
+5% +$10.2K 0.04% 269
2026
Q1 		$226K Sell
2,603
-28
-1% -$2.68K 0.05% 253
2025
Q4 		$253K Sell
2,631
-109
-4% -$10.6K 0.06% 252
2025
Q3 		$261K Sell
2,740
-100
-4% -$9.19K 0.06% 244
2025
Q2 		$248K Hold
2,840
– – 0.06% 231
2025
Q1 		$255K Hold
2,840
– – 0.08% 219
2024
Q4 		$227K Sell
2,840
-24
-0.8% -$2.08K 0.07% 223
2024
Q3 		$258K Buy
2,864
+78
+3% +$6.56K 0.09% 192
2024
Q2 		$219K Buy
+2,786
New +$228K 0.09% 182
2023
Q3 		– Sell
-2,833
Closed -$250K – 182
2023
Q2 		$250K Sell
2,833
-336
-11% -$28.9K 0.11% 156
2023
Q1 		$255K Buy
3,169
+580
+22% +$47.3K 0.12% 142
2022
Q4 		$201K Buy
+2,589
New +$210K 0.12% 171
2022
Q1 		– Sell
-2,400
Closed -$248K – 146
2021
Q4 		$248K Buy
2,400
+734
+44% +$85K 0.13% 132
2021
Q3 		$209K Buy
+1,666
New +$216K 0.12% 142

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Tempus Wealth Planning's MDT Position: Q2 2026 in Review

Tempus Wealth Planning increased its Medtronic (MDT) stake by 4.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,729 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #269.

Tempus Wealth Planning first reported a position in MDT in Q3 2021 and has held it in 14 quarters since. The position peaked at $261K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Tempus Wealth Planning held 2,729 shares of Medtronic worth $213K as of Q2 2026.
  • Tempus Wealth Planning bought 126 Medtronic shares in Q2 2026, an estimated $10.2K.
  • Medtronic made up 0.04% of Tempus Wealth Planning's portfolio in Q2 2026, its #269 holding.
  • Tempus Wealth Planning first reported a position in Medtronic in Q3 2021 and has held it in 14 quarters since.
  • Tempus Wealth Planning's Medtronic position peaked at $261K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.