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Altrius Capital Management’s Medtronic MDT Stock Holding History

Altrius Capital 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
Q1 		$4.98M Buy
57,425
+1,590
+3% +$152K 0.99% 64
2025
Q4 		$5.36M Buy
55,835
+1,245
+2% +$121K 1.14% 47
2025
Q3 		$5.2M Buy
54,590
+662
+1% +$60.9K 1.19% 44
2025
Q2 		$4.7M Buy
+53,928
New +$4.57M 1.1% 45

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altrius Capital Management's MDT Position: Q1 2026 in Review

Altrius Capital Management increased its Medtronic (MDT) stake by 2.8% in Q1 2026, buying an estimated $152K and bringing the position to 57,425 shares worth $4.98M. The position accounts for 0.99% of the portfolio, ranked #64.

Altrius Capital Management first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.36M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Altrius Capital Management held 57,425 shares of Medtronic worth $4.98M as of Q1 2026.
  • Altrius Capital Management bought 1,590 Medtronic shares in Q1 2026, an estimated $152K.
  • Medtronic made up 0.99% of Altrius Capital Management's portfolio in Q1 2026, its #64 holding.
  • Altrius Capital Management first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
  • Altrius Capital Management's Medtronic position peaked at $5.36M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.