SEC 13F Intelligence

Lifeplan Financial, LLC / MDT

Lifeplan Financial, LLC’s Medtronic PLC Position

Does Lifeplan Financial, LLC own Medtronic PLC (MDT)? Yes — 20.2K shares worth $2M (+1.29% of its 13F portfolio) as of Q1 2026, down from 22.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
20.2K
% of Portfolio
+1.29%
Quarters Held
10
currently held

Position History MDT

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.2K$2M+1.29%
Q4 202522.9K$2M+1.69%
Q3 202523.2K$2M+1.75%
Q2 202523.0K$2M+1.66%
Q1 202522.8K$2M+1.79%
Q4 202422.3K$2M+1.58%
Q3 202421.5K$2M+1.66%
Q2 202420.2K$2M+1.46%
Q1 202419.4K$2M+1.55%
Q4 202318.2K$1M+1.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of MDT.