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Caldwell Sutter Capital’s Medtronic MDT Stock Holding History

Caldwell Sutter Capital’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 		$343K Buy
4,379
+236
+6% +$19K 0.13% 164
2026
Q1 		$359K Buy
4,143
+64
+2% +$6.13K 0.15% 151
2025
Q4 		$392K Buy
4,079
+32
+0.8% +$3.11K 0.17% 138
2025
Q3 		$385K Buy
4,047
+20
+0.5% +$1.84K 0.16% 140
2025
Q2 		$351K Buy
4,027
+201
+5% +$17K 0.16% 140
2025
Q1 		$344K Buy
3,826
+11
+0.3% +$984 0.16% 138
2024
Q4 		$305K Sell
3,815
-68
-2% -$5.89K 0.14% 155
2024
Q3 		$350K Buy
3,883
+46
+1% +$3.87K 0.16% 140
2024
Q2 		$302K Sell
3,837
-11
-0.3% -$902 0.15% 150
2024
Q1 		$335K Buy
3,848
+57
+2% +$4.87K 0.16% 143
2023
Q4 		$312K Buy
3,791
+26
+0.7% +$1.98K 0.16% 135
2023
Q3 		$295K Buy
3,765
+286
+8% +$23.9K 0.16% 137
2023
Q2 		$307K Buy
3,479
+2,379
+216% +$205K 0.16% 136
2023
Q1 		$88.7K Buy
+1,100
New +$89.7K 0.06% 195

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

Caldwell Sutter Capital's MDT Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Medtronic (MDT) stake by 5.7% in Q2 2026, buying an estimated $19K and bringing the position to 4,379 shares worth $343K. The position accounts for 0.13% of the portfolio, ranked #164.

Caldwell Sutter Capital first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $392K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Caldwell Sutter Capital held 4,379 shares of Medtronic worth $343K as of Q2 2026.
  • Caldwell Sutter Capital bought 236 Medtronic shares in Q2 2026, an estimated $19K.
  • Medtronic made up 0.13% of Caldwell Sutter Capital's portfolio in Q2 2026, its #164 holding.
  • Caldwell Sutter Capital first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Medtronic position peaked at $392K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.