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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
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 $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

Caerus Investment Advisors's MDT Position: Q1 2026 in Review

Caerus Investment Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 7,439 shares — an estimated $715K sold.

Caerus Investment Advisors first reported a position in MDT in Q3 2025 and held it in 2 quarters. The position peaked at $715K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Caerus Investment Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 7,439 Medtronic shares in Q1 2026, an estimated $715K.
  • Caerus Investment Advisors first reported a position in Medtronic in Q3 2025 and held it in 2 quarters.
  • Caerus Investment Advisors's Medtronic position peaked at $715K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.