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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
Q2 		$445K Buy
5,684
+218
+4% +$17.6K 0.02% 340
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthPlan Investment Management's MDT Position: Q2 2026 in Review

WealthPlan Investment Management increased its Medtronic (MDT) stake by 4% in Q2 2026, buying an estimated $17.6K and bringing the position to 5,684 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #340.

WealthPlan Investment Management first reported a position in MDT in Q1 2022 and has held it in 13 quarters since. The position peaked at $17.7M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • WealthPlan Investment Management held 5,684 shares of Medtronic worth $445K as of Q2 2026.
  • WealthPlan Investment Management bought 218 Medtronic shares in Q2 2026, an estimated $17.6K.
  • Medtronic made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #340 holding.
  • WealthPlan Investment Management first reported a position in Medtronic in Q1 2022 and has held it in 13 quarters since.
  • WealthPlan Investment Management's Medtronic position peaked at $17.7M in Q1 2022.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.