Capital Advisors Ltd’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $230K | Sell |
2,935
-296
| -9% | -$23.9K | 0.02% | 286 |
|
|
2026
Q1 | $280K | Sell |
3,231
-35
| -1% | -$3.35K | 0.03% | 257 |
|
|
2025
Q4 | $314K | Sell |
3,266
-2
| -0.1% | -$194 | 0.04% | 233 |
|
|
2025
Q3 | $311K | Buy |
3,268
+42
| +1% | +$3.86K | 0.04% | 231 |
|
|
2025
Q2 | $281K | Sell |
3,226
-54
| -2% | -$4.58K | 0.03% | 234 |
|
|
2025
Q1 | $295K | Sell |
3,280
-104
| -3% | -$9.31K | 0.04% | 226 |
|
|
2024
Q4 | $270K | Buy |
3,384
+199
| +6% | +$17.2K | 0.03% | 234 |
|
|
2024
Q3 | $287K | Buy |
3,185
+6
| +0.2% | +$505 | 0.04% | 228 |
|
|
2024
Q2 | $250K | Sell |
3,179
-16
| -0.5% | -$1.31K | 0.03% | 244 |
|
|
2024
Q1 | $278K | Buy |
3,195
+71
| +2% | +$6.06K | 0.04% | 231 |
|
|
2023
Q4 | $257K | Buy |
3,124
+54
| +2% | +$4.12K | 0.04% | 230 |
|
|
2023
Q3 | $241K | Sell |
3,070
-21
| -0.7% | -$1.76K | 0.04% | 229 |
|
|
2023
Q2 | $272K | Buy |
3,091
+1
| +0% | +$86 | 0.04% | 221 |
|
|
2023
Q1 | $249K | Buy |
3,090
+49
| +2% | +$3.99K | 0.04% | 203 |
|
|
2022
Q4 | $236K | Buy |
3,041
+84
| +3% | +$6.81K | 0.04% | 209 |
|
|
2022
Q3 | $239K | Sell |
2,957
-164
| -5% | -$14.7K | 0.05% | 204 |
|
|
2022
Q2 | $280K | Sell |
3,121
-482
| -13% | -$48.8K | 0.05% | 182 |
|
|
2022
Q1 | $400K | Buy |
3,603
+40
| +1% | +$4.23K | 0.07% | 161 |
|
|
2021
Q4 | $369K | Buy |
3,563
+198
| +6% | +$22.9K | 0.06% | 170 |
|
|
2021
Q3 | $422K | Buy |
+3,365
| New | +$436K | 0.08% | 131 |
|
|
2021
Q2 | – | Sell |
-2,828
| Closed | -$334K | – | 484 |
|
|
2021
Q1 | $334K | Hold |
2,828
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $331K | Hold |
2,828
| – | – | 0.07% | 126 |
|
|
2020
Q3 | $294K | Hold |
2,828
| – | – | 0.07% | 124 |
|
|
2020
Q2 | $259K | Hold |
2,828
| – | – | 0.07% | 133 |
|
|
2020
Q1 | $255K | Hold |
2,828
| – | – | 0.08% | 128 |
|
|
2019
Q4 | $321K | Hold |
2,828
| – | – | 0.08% | 109 |
|
|
2019
Q3 | $307K | Sell |
2,828
-515
| -15% | -$53.7K | 0.09% | 110 |
|
|
2019
Q2 | $326K | Buy |
3,343
+515
| +18% | +$47K | 0.09% | 108 |
|
|
2019
Q1 | $258K | Hold |
2,828
| – | – | 0.07% | 132 |
|
|
2018
Q4 | $257K | Hold |
2,828
| – | – | 0.08% | 128 |
|
|
2018
Q3 | $278K | Buy |
+2,828
| New | +$261K | 0.08% | 124 |
|
Other funds holding MDT
Capital Advisors Ltd's MDT Position: Q2 2026 in Review
Capital Advisors Ltd reduced its Medtronic (MDT) stake by 9.2% in Q2 2026, selling an estimated $23.9K and leaving 2,935 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #286.
Capital Advisors Ltd first reported a position in MDT in Q3 2018 and has held it in 31 quarters since. The position peaked at $422K in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Capital Advisors Ltd held 2,935 shares of Medtronic worth $230K as of Q2 2026.
- Capital Advisors Ltd sold 296 Medtronic shares in Q2 2026, an estimated $23.9K.
- Medtronic made up 0.02% of Capital Advisors Ltd's portfolio in Q2 2026, its #286 holding.
- Capital Advisors Ltd first reported a position in Medtronic in Q3 2018 and has held it in 31 quarters since.
- Capital Advisors Ltd's Medtronic position peaked at $422K in Q3 2021.
- 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.