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Cape Investment Advisory’s Medtronic MDT Stock Holding History

Cape Investment Advisory’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 		$397K Buy
5,074
+651
+15% +$52.5K 0.11% 148
2026
Q1 		$383K Buy
4,423
+296
+7% +$28.4K 0.13% 144
2025
Q4 		$396K Buy
4,127
+460
+13% +$44.7K 0.12% 134
2025
Q3 		$349K Buy
3,667
+62
+2% +$5.7K 0.34% 75
2025
Q2 		$314K Buy
3,605
+113
+3% +$9.58K 0.11% 140
2025
Q1 		$314K Sell
3,492
-36
-1% -$3.22K 0.13% 129
2024
Q4 		$282K Buy
3,528
+286
+9% +$24.8K 0.11% 140
2024
Q3 		$292K Buy
3,242
+249
+8% +$20.9K 0.12% 127
2024
Q2 		$236K Sell
2,993
-245
-8% -$20.1K 0.11% 135
2024
Q1 		$282K Buy
3,238
+41
+1% +$3.5K 0.13% 117
2023
Q4 		$263K Buy
3,197
+369
+13% +$28.1K 0.13% 115
2023
Q3 		$222K Buy
2,828
+574
+25% +$48.1K 0.13% 121
2023
Q2 		$199K Buy
2,254
+86
+4% +$7.4K 0.11% 135
2023
Q1 		$175K Buy
+2,168
New +$177K 0.11% 136

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

Cape Investment Advisory's MDT Position: Q2 2026 in Review

Cape Investment Advisory increased its Medtronic (MDT) stake by 15% in Q2 2026, buying an estimated $52.5K and bringing the position to 5,074 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #148.

Cape Investment Advisory first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cape Investment Advisory held 5,074 shares of Medtronic worth $397K as of Q2 2026.
  • Cape Investment Advisory bought 651 Medtronic shares in Q2 2026, an estimated $52.5K.
  • Medtronic made up 0.11% of Cape Investment Advisory's portfolio in Q2 2026, its #148 holding.
  • Cape Investment Advisory first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.