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Capital Advisors Inc’s Medtronic MDT Stock Holding History

Capital Advisors Inc’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 		$57.9M Buy
739,685
+106,104
+17% +$8.56M 0.85% 40
2026
Q1 		$54.9M Sell
633,581
-5,707
-0.9% -$547K 0.88% 39
2025
Q4 		$61.4M Buy
639,288
+49,060
+8% +$4.77M 0.99% 33
2025
Q3 		$56.2M Buy
590,228
+117,590
+25% +$10.8M 0.94% 36
2025
Q2 		$41.2M Buy
472,638
+19,180
+4% +$1.63M 0.74% 54
2025
Q1 		$40.7M Buy
453,458
+121,185
+36% +$10.8M 0.81% 47
2024
Q4 		$26.5M Buy
332,273
+16,242
+5% +$1.41M 0.53% 75
2024
Q3 		$28.5M Buy
316,031
+11,708
+4% +$985K 0.57% 74
2024
Q2 		$24M Buy
304,323
+9,132
+3% +$749K 0.49% 76
2024
Q1 		$25.7M Buy
+295,191
New +$25.2M 0.55% 73

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

Capital Advisors Inc's MDT Position: Q2 2026 in Review

Capital Advisors Inc increased its Medtronic (MDT) stake by 17% in Q2 2026, buying an estimated $8.56M and bringing the position to 739,685 shares worth $57.9M. The position accounts for 0.85% of the portfolio, ranked #40.

Capital Advisors Inc first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.4M in Q4 2025. 2,133 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Capital Advisors Inc held 739,685 shares of Medtronic worth $57.9M as of Q2 2026.
  • Capital Advisors Inc bought 106,104 Medtronic shares in Q2 2026, an estimated $8.56M.
  • Medtronic made up 0.85% of Capital Advisors Inc's portfolio in Q2 2026, its #40 holding.
  • Capital Advisors Inc first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
  • Capital Advisors Inc's Medtronic position peaked at $61.4M in Q4 2025.
  • 2,133 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.