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
2020 Q2	–	Sell	-5,000	Closed	-$5K	–	78
2020 Q1	$5K	Sell	5,000 -5,000	-50%	-$532K	﹤0.01%	71
2019 Q4	$2K	Hold	10,000	–	–	﹤0.01%	74
2019 Q3	$8K	Hold	10,000	–	–	0.01%	67
2019 Q2	$19K	Hold	10,000	–	–	0.02%	49
2019 Q1	$12K	Hold	10,000	–	–	0.01%	44
2018 Q4	$27K	Buy	+10,000	New	+$934K	0.03%	39

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

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.