Planning Strategies Inc.’s Medtronic MDT Stock Holding History

Planning Strategies Inc.’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	$2.42K	Buy	+31	New	+$2.5K	﹤0.01%	547

Other funds holding MDT

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Planning Strategies Inc.'s MDT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Medtronic (MDT) in Q2 2026: 31 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

858 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Planning Strategies Inc. held 31 shares of Medtronic worth $2.42K as of Q2 2026.
Medtronic was a new Planning Strategies Inc. position in Q2 2026.
Medtronic made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #547 holding.
858 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.