United Financial Planning Group’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
$13.2K Buy
+169
New +$13.6K 0.01% 212
2026
Q1
Sell
-245
Closed -$23.5K 548
2025
Q4
$23.5K Buy
+245
New +$23.8K 0.01% 127

Other funds holding MDT

United Financial Planning Group's MDT Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Medtronic (MDT) in Q2 2026: 169 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in MDT as recently as Q4 2025.

United Financial Planning Group first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.5K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • United Financial Planning Group held 169 shares of Medtronic worth $13.2K as of Q2 2026.
  • Medtronic was a new United Financial Planning Group position in Q2 2026.
  • Medtronic made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #212 holding.
  • United Financial Planning Group first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • United Financial Planning Group's Medtronic position peaked at $23.5K in Q4 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.