Capital Analysts LLC’s Medtronic MDT Stock Holding History

Capital Analysts LLC’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	$13.8M	Buy	159,491 +1,654	+1%	+$158K	0.36%	65
2025 Q4	$15.2M	Buy	157,837 +5,976	+4%	+$580K	0.42%	55
2025 Q3	$14.5M	Buy	151,861 +10,615	+8%	+$976K	0.42%	56
2025 Q2	$12.3M	Buy	141,246 +10,514	+8%	+$892K	0.41%	56
2025 Q1	$11.7M	Buy	130,732 +9,432	+8%	+$844K	0.44%	52
2024 Q4	$9.69M	Buy	121,300 +3,180	+3%	+$275K	0.39%	59
2024 Q3	$10.6M	Buy	118,120 +1,680	+1%	+$141K	0.43%	55
2024 Q2	$9.16M	Buy	116,440 +6,671	+6%	+$547K	0.41%	59
2024 Q1	$9.57M	Buy	109,769 +20,375	+23%	+$1.74M	0.45%	51
2023 Q4	$7.36M	Buy	89,394 +1,337	+2%	+$102K	0.37%	64
2023 Q3	$6.9M	Buy	88,057 +9,092	+12%	+$761K	0.38%	59
2023 Q2	$6.96M	Buy	78,965 +6,684	+9%	+$575K	0.39%	60
2023 Q1	$5.83M	Buy	72,281 +9,536	+15%	+$777K	0.33%	74
2022 Q4	$4.88M	Buy	62,745 +2,045	+3%	+$166K	0.3%	74
2022 Q3	$4.9M	Buy	60,700 +5,421	+10%	+$487K	0.34%	70
2022 Q2	$4.96M	Buy	55,279 +3,189	+6%	+$323K	0.34%	68
2022 Q1	$5.78M	Buy	52,090 +2,936	+6%	+$310K	0.37%	61
2021 Q4	$5.08M	Buy	49,154 +3,532	+8%	+$409K	0.31%	69
2021 Q3	$5.72M	Buy	45,622 +1,289	+3%	+$167K	0.38%	55
2021 Q2	$5.5M	Buy	44,333 +357	+0.8%	+$44.8K	0.37%	58
2021 Q1	$5.2M	Buy	43,976 +1,902	+5%	+$223K	0.36%	59
2020 Q4	$4.93M	Buy	42,074 +1,178	+3%	+$130K	0.43%	47
2020 Q3	$4.25M	Sell	40,896 -192	-0.5%	-$19.3K	0.4%	48
2020 Q2	$3.77M	Sell	41,088 -1,538	-4%	-$147K	0.4%	55
2020 Q1	$3.84M	Buy	42,626 +464	+1%	+$49.4K	0.47%	47
2019 Q4	$4.78M	Sell	42,162 -392	-0.9%	-$43K	0.47%	41
2019 Q3	$4.62M	Buy	42,554 +85	+0.2%	+$8.87K	0.49%	39
2019 Q2	$4.14M	Sell	42,469 -1,644	-4%	-$150K	0.45%	51
2019 Q1	$4.02M	Buy	44,113 +43,843	+16,238%	+$3.92M	0.46%	50
2018 Q4	$25K	Sell	270 -278	-51%	-$26K	﹤0.01%	385
2018 Q3	$54K	Buy	548 +1	+0.2%	+$92	0.01%	314
2018 Q2	$47K	Buy	547 +2	+0.4%	+$167	0.01%	331
2018 Q1	$44K	Buy	545 +1	+0.2%	+$82	0.01%	325
2017 Q4	$44K	Buy	544 +1	+0.2%	+$80	0.01%	321
2017 Q3	$42K	Buy	543 +1	+0.2%	+$83	0.01%	319
2017 Q2	$48.1K	Buy	542 +2	+0.4%	+$169	0.01%	308
2017 Q1	$43.6K	Buy	540 +1	+0.2%	+$78	0.01%	276
2016 Q4	$38K	Buy	539 +1	+0.2%	+$79	0.01%	290
2016 Q3	$46.5K	Buy	538 +1	+0.2%	+$87	0.01%	264
2016 Q2	$46.6K	Buy	537 +2	+0.4%	+$162	0.01%	268
2016 Q1	$40.2K	Buy	535 +1	+0.2%	+$75	0.01%	290
2015 Q4	$41.1K	Sell	534 -533	-50%	-$40.1K	0.01%	293
2015 Q3	$71.4K	Buy	1,067 +774	+264%	+$57K	0.01%	259
2015 Q2	$21.7K	Sell	293 -125	-30%	-$9.55K	﹤0.01%	341
2015 Q1	$32.6K	Buy	418 +1	+0.2%	+$76	0.01%	317
2014 Q4	$30.1K	Buy	+417	New	+$29K	0.01%	308

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 Analysts LLC's MDT Position: Q1 2026 in Review

Capital Analysts LLC increased its Medtronic (MDT) stake by 1% in Q1 2026, buying an estimated $158K and bringing the position to 159,491 shares worth $13.8M. The position accounts for 0.36% of the portfolio, ranked #65.

Capital Analysts LLC first reported a position in MDT in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.2M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Capital Analysts LLC held 159,491 shares of Medtronic worth $13.8M as of Q1 2026.
Capital Analysts LLC bought 1,654 Medtronic shares in Q1 2026, an estimated $158K.
Medtronic made up 0.36% of Capital Analysts LLC's portfolio in Q1 2026, its #65 holding.
Capital Analysts LLC first reported a position in Medtronic in Q4 2014 and has held it in 46 quarters since.
Capital Analysts LLC's Medtronic position peaked at $15.2M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.