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Avantax Planning Partners, Inc. → MDT
Avantax Planning Partners, Inc. MDT Position History
Medtronic plc • Healthcare
Quarters held
8
Latest value
$387K
Q3 2026
Peak value
$107.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $87.6M |
| Q4 2025 | $562K |
| Q1 2026 | $95.3M |
| Q1 2026 | $497K |
| Q2 2026 | $107.8M |
| Q2 2026 | $384K |
| Q3 2026 | $100.4M |
| Q3 2026 | $387K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $387K | 4.5K | — | — |
| Q3 2026 | $100.4M | 852.5K | — | — |
| Q2 2026 | $384K | 4.9K | — | — |
| Q2 2026 | $107.8M | 864.5K | — | — |
| Q1 2026 | $497K | 5.7K | — | — |
| Q1 2026 | $95.3M | 862.6K | — | — |
| Q4 2025 | $562K | 5.8K | — | — |
| Q4 2025 | $87.6M | 858.8K | — | — |
Other funds holding MDT
$11.1B
$10.9B
$10.7B
$10.5B
$5.8B
$5.5B
$5.4B