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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
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 $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

Aptus Capital Advisors's MDT Position: Q1 2026 in Review

Aptus Capital Advisors increased its Medtronic (MDT) stake by 196% in Q1 2026, buying an estimated $4.68M and bringing the position to 73,769 shares worth $6.39M. The position accounts for 0.05% of the portfolio, ranked #303.

Aptus Capital Advisors first reported a position in MDT in Q2 2020 and has held it in 24 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Aptus Capital Advisors held 73,769 shares of Medtronic worth $6.39M as of Q1 2026.
  • Aptus Capital Advisors bought 48,814 Medtronic shares in Q1 2026, an estimated $4.68M.
  • Medtronic made up 0.05% of Aptus Capital Advisors's portfolio in Q1 2026, its #303 holding.
  • Aptus Capital Advisors first reported a position in Medtronic in Q2 2020 and has held it in 24 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.