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Center for Financial Planning, Inc.

Position in MDT — Medtronic plc

CIK 1803557 SOUTHFIED, MI

Position in MDT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$103,341
-$34,779 QoQ
Shares Held
1,321
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,823
of 2,098 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $4,301,239 across 12 Medical Devices names. MDT ranks #5 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 MDT
Medtronic plc
This page
1,321 $103,341

All Filings in MDT

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $103,341 1,321
2026-03-31 $138,120 1,594
2025-12-31 $490,482 5,106
2025-09-30 $496,390 5,212
2025-06-30 $423,994 4,864
2025-03-31 $436,450 4,857
2024-12-31 $358,820 4,492
2024-09-30 $477,879 5,308
2024-06-30 $439,752 5,587
2024-03-31 $467,559 5,365
2023-12-31 $435,131 5,282
2023-09-30 $512,944 6,546
2023-06-30 $454,596 5,160
2023-03-31 $409,227 5,076
2022-12-31 $287,564 3,700
2022-09-30 $258,561 3,202
2022-06-30 $306,765 3,418
2022-03-31 $366,245 3,301
2021-09-30 $377,679 3,013
2021-06-30 $355,880 2,867
2021-03-31 $365,021 3,090
2020-12-31 $301,752 2,576
2020-09-30 $249,719 2,403
2020-06-30 $226,407 2,469
2020-03-31 $224,908 2,494