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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Valtinson Bruner Financial Planning's MDT Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its Medtronic (MDT) stake by 9% in Q2 2026, selling an estimated $132K and leaving 16,522 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #50.

Valtinson Bruner Financial Planning first reported a position in MDT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.78M in Q4 2019. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Valtinson Bruner Financial Planning held 16,522 shares of Medtronic worth $1.29M as of Q2 2026.
Valtinson Bruner Financial Planning sold 1,641 Medtronic shares in Q2 2026, an estimated $132K.
Medtronic made up 0.32% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #50 holding.
Valtinson Bruner Financial Planning first reported a position in Medtronic in Q4 2018 and has held it in 31 quarters since.
Valtinson Bruner Financial Planning's Medtronic position peaked at $3.78M in Q4 2019.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.