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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Inc's MDT Position: Q1 2026 in Review

Capital Advisors Inc reduced its Medtronic (MDT) stake by 0.89% in Q1 2026, selling an estimated $547K and leaving 633,581 shares worth $54.9M. The position accounts for 0.88% of the portfolio, ranked #39.

Capital Advisors Inc first reported a position in MDT in Q1 2024 and has held it in 9 quarters since. The position peaked at $61.4M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Capital Advisors Inc held 633,581 shares of Medtronic worth $54.9M as of Q1 2026.
Capital Advisors Inc sold 5,707 Medtronic shares in Q1 2026, an estimated $547K.
Medtronic made up 0.88% of Capital Advisors Inc's portfolio in Q1 2026, its #39 holding.
Capital Advisors Inc first reported a position in Medtronic in Q1 2024 and has held it in 9 quarters since.
Capital Advisors Inc's Medtronic position peaked at $61.4M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.