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Caerus Investment Advisors’s Medtronic MDT Stock Holding History

Caerus Investment 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 		$256K Buy
+3,273
New +$264K 0.09% 240
2026
Q1 		– Sell
-7,439
Closed -$715K – 336
2025
Q4 		$715K Buy
7,439
+765
+11% +$74.3K 0.23% 92
2025
Q3 		$636K Buy
+6,674
New +$614K 0.26% 84

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

Caerus Investment Advisors's MDT Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Medtronic (MDT) in Q2 2026: 3,273 shares worth $256K. The stake represents 0.09% of the portfolio and ranks #240 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in MDT as recently as Q4 2025.

Caerus Investment Advisors first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $715K in Q4 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Caerus Investment Advisors held 3,273 shares of Medtronic worth $256K as of Q2 2026.
  • Medtronic was a new Caerus Investment Advisors position in Q2 2026.
  • Medtronic made up 0.09% of Caerus Investment Advisors's portfolio in Q2 2026, its #240 holding.
  • Caerus Investment Advisors first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Medtronic position peaked at $715K in Q4 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.