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Aptus Capital Advisors’s Medtronic MDT Stock Holding History

Aptus Capital Advisors’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 		$3.79M Sell
48,434
-25,335
-34% -$2.04M 0.03% 409
2026
Q1 		$6.39M Buy
73,769
+48,814
+196% +$4.68M 0.05% 303
2025
Q4 		$2.4M Sell
24,955
-1,476
-6% -$143K 0.02% 416
2025
Q3 		$2.52M Sell
26,431
-5,532
-17% -$509K 0.02% 396
2025
Q2 		$2.79M Buy
31,963
+1,600
+5% +$136K 0.02% 369
2025
Q1 		$2.73M Buy
30,363
+2,184
+8% +$195K 0.03% 357
2024
Q4 		$2.27M Buy
28,179
+16,679
+145% +$1.44M 0.02% 380
2024
Q3 		$1.04M Buy
11,500
+1,487
+15% +$125K 0.02% 403
2024
Q2 		$788K Buy
10,013
+1,774
+22% +$145K 0.01% 426
2024
Q1 		$718K Buy
8,239
+1,729
+27% +$148K 0.01% 446
2023
Q4 		$536K Buy
6,510
+756
+13% +$57.6K 0.01% 371
2023
Q3 		$451K Buy
5,754
+2,901
+102% +$243K 0.01% 403
2023
Q2 		$251K Sell
2,853
-160
-5% -$13.8K 0.01% 444
2023
Q1 		$245K Buy
3,013
+84
+3% +$6.85K 0.01% 428
2022
Q4 		$228K Sell
2,929
-32
-1% -$2.59K 0.01% 456
2022
Q3 		$242K Buy
2,961
+682
+30% +$61.3K 0.01% 412
2022
Q2 		$206K Sell
2,279
-49,457
-96% -$5.01M 0.01% 370
2022
Q1 		$5.74M Buy
51,736
+7,427
+17% +$785K 0.14% 94
2021
Q4 		$4.58M Buy
44,309
+6,325
+17% +$732K 0.14% 102
2021
Q3 		$4.76M Buy
37,984
+7,689
+25% +$995K 0.12% 89
2021
Q2 		$3.76M Buy
30,295
+1,084
+4% +$136K 0.11% 97
2021
Q1 		$3.45M Buy
29,211
+813
+3% +$95.3K 0.12% 91
2020
Q4 		$3.33M Buy
28,398
+4,091
+17% +$450K 0.15% 90
2020
Q3 		$2.53M Buy
24,307
+518
+2% +$52K 0.13% 100
2020
Q2 		$2.18M Buy
+23,789
New +$2.28M 0.14% 102

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Aptus Capital Advisors's MDT Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Medtronic (MDT) stake by 34% in Q2 2026, selling an estimated $2.04M and leaving 48,434 shares worth $3.79M. The position accounts for 0.03% of the portfolio, ranked #409.

Aptus Capital Advisors first reported a position in MDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.39M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Aptus Capital Advisors held 48,434 shares of Medtronic worth $3.79M as of Q2 2026.
  • Aptus Capital Advisors sold 25,335 Medtronic shares in Q2 2026, an estimated $2.04M.
  • Medtronic made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #409 holding.
  • Aptus Capital Advisors first reported a position in Medtronic in Q2 2020 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Medtronic position peaked at $6.39M in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.