WealthPlan Investment Management’s Medtronic MDT Stock Holding History

WealthPlan Investment Management’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	$474K	Buy	+5,466	New	+$524K	0.03%	309
2025 Q1	–	Sell	-3,127	Closed	-$250K	–	278
2024 Q4	$250K	Sell	3,127 -333	-10%	-$28.8K	0.02%	235
2024 Q3	$312K	Buy	3,460 +697	+25%	+$58.6K	0.03%	203
2024 Q2	$217K	Sell	2,763 -158	-5%	-$13K	0.03%	175
2024 Q1	$255K	Sell	2,921 -209	-7%	-$17.8K	0.04%	166
2023 Q4	$258K	Sell	3,130 -4,827	-61%	-$368K	0.04%	167
2023 Q3	$624K	Buy	7,957 +3,019	+61%	+$253K	0.11%	106
2023 Q2	$435K	Sell	4,938 -14,247	-74%	-$1.23M	0.13%	98
2023 Q1	$1.55M	Sell	19,185 -26,401	-58%	-$2.15M	0.27%	75
2022 Q4	$3.85M	Sell	45,586 -141,032	-76%	-$11.4M	0.27%	80
2022 Q3	$14.4M	Buy	+186,618	New	+$16.8M	1.05%	33
2022 Q1	$17.7M	Buy	+169,287	New	+$17.9M	1.23%	16

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

WealthPlan Investment Management's MDT Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Medtronic (MDT) in Q1 2026: 5,466 shares worth $474K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in MDT as recently as Q4 2024.

WealthPlan Investment Management first reported a position in MDT in Q1 2022 and has held it in 12 quarters since. The position peaked at $17.7M in Q1 2022. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

WealthPlan Investment Management held 5,466 shares of Medtronic worth $474K as of Q1 2026.
Medtronic was a new WealthPlan Investment Management position in Q1 2026.
Medtronic made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #309 holding.
WealthPlan Investment Management first reported a position in Medtronic in Q1 2022 and has held it in 12 quarters since.
WealthPlan Investment Management's Medtronic position peaked at $17.7M in Q1 2022.
2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.