VBFP
MDT icon

Valtinson Bruner Financial Planning’s Medtronic MDT Stock Holding History

Valtinson Bruner Financial 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
Q1 		$1.57M Buy
18,163
+160
+0.9% +$15.3K 0.43% 42
2025
Q4 		$1.73M Buy
18,003
+195
+1% +$18.9K 0.5% 40
2025
Q3 		$1.7M Sell
17,808
-334
-2% -$30.7K 0.5% 39
2025
Q2 		$1.58M Sell
18,142
-239
-1% -$20.3K 0.5% 39
2025
Q1 		$1.65M Sell
18,381
-5,552
-23% -$497K 0.56% 36
2024
Q4 		$1.91M Buy
23,933
+920
+4% +$79.6K 0.67% 39
2024
Q3 		$2.07M Sell
23,013
-1,950
-8% -$164K 0.72% 34
2024
Q2 		$1.96M Sell
24,963
-1,161
-4% -$95.2K 0.78% 38
2024
Q1 		$2.28M Sell
26,124
-100
-0.4% -$8.53K 0.97% 31
2023
Q4 		$2.16M Buy
26,224
+3,210
+14% +$245K 1.11% 32
2023
Q3 		$1.8M Buy
23,014
+3
+0% +$251 0.99% 37
2023
Q2 		$2.03M Sell
23,011
-421
-2% -$36.2K 1.09% 35
2023
Q1 		$1.89M Buy
23,432
+3
+0% +$245 1.08% 32
2022
Q4 		$1.84M Sell
23,429
-2,511
-10% -$204K 1.07% 34
2022
Q3 		$2.1M Buy
25,940
+5
+0% +$449 1.29% 28
2022
Q2 		$2.33M Sell
25,935
-253
-1% -$25.6K 1.42% 25
2022
Q1 		$2.85M Buy
26,188
+4
+0% +$423 1.63% 21
2021
Q4 		$2.71M Buy
26,184
+135
+0.5% +$15.6K 1.48% 23
2021
Q3 		$3.17M Sell
26,049
-2,370
-8% -$307K 1.74% 20
2021
Q2 		$3.7M Buy
28,419
+43
+0.2% +$5.4K 2.11% 15
2021
Q1 		$3.57M Buy
28,376
+161
+0.6% +$18.9K 2.1% 17
2020
Q4 		$3.35M Sell
28,215
-44
-0.2% -$4.84K 2.1% 13
2020
Q3 		$2.9M Sell
28,259
-472
-2% -$47.4K 2.03% 15
2020
Q2 		$2.88M Buy
28,731
+87
+0.3% +$8.34K 2.04% 14
2020
Q1 		$2.73M Sell
28,644
-4,247
-13% -$452K 2.2% 12
2019
Q4 		$3.78M Sell
32,891
-316
-1% -$34.7K 2.71% 9
2019
Q3 		$3.57M Sell
33,207
-4
-0% -$417 2.91% 10
2019
Q2 		$3.23M Sell
33,211
-384
-1% -$35.1K 2.74% 8
2019
Q1 		$3.06M Sell
33,595
-2
-0% -$179 2.67% 7
2018
Q4 		$3.06M Buy
+33,597
New +$3.14M 3.19% 4

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valtinson Bruner Financial Planning's MDT Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Medtronic (MDT) stake by 0.89% in Q1 2026, buying an estimated $15.3K and bringing the position to 18,163 shares worth $1.57M. The position accounts for 0.43% of the portfolio, ranked #42.

Valtinson Bruner Financial Planning first reported a position in MDT in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.78M in Q4 2019. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Valtinson Bruner Financial Planning held 18,163 shares of Medtronic worth $1.57M as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 160 Medtronic shares in Q1 2026, an estimated $15.3K.
  • Medtronic made up 0.43% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #42 holding.
  • Valtinson Bruner Financial Planning first reported a position in Medtronic in Q4 2018 and has held it in 30 quarters since.
  • Valtinson Bruner Financial Planning's Medtronic position peaked at $3.78M in Q4 2019.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.