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Capital Investment Advisors’s Medtronic MDT Stock Holding History

Capital Investment Advisors’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 		$1.03M Sell
11,904
-252
-2% -$24.1K 0.02% 336
2025
Q4 		$1.17M Buy
12,156
+1,729
+17% +$168K 0.02% 321
2025
Q3 		$993K Buy
10,427
+558
+6% +$51.3K 0.02% 338
2025
Q2 		$860K Buy
9,869
+99
+1% +$8.4K 0.02% 349
2025
Q1 		$878K Buy
9,770
+568
+6% +$50.8K 0.02% 335
2024
Q4 		$735K Sell
9,202
-874
-9% -$75.7K 0.02% 353
2024
Q3 		$907K Sell
10,076
-556
-5% -$46.8K 0.02% 315
2024
Q2 		$837K Sell
10,632
-191
-2% -$15.7K 0.02% 314
2024
Q1 		$943K Sell
10,823
-1,222
-10% -$104K 0.02% 297
2023
Q4 		$992K Sell
12,045
-2,036
-14% -$155K 0.02% 276
2023
Q3 		$1.1M Sell
14,081
-1,297
-8% -$109K 0.03% 245
2023
Q2 		$1.35M Sell
15,378
-1,333
-8% -$115K 0.04% 203
2023
Q1 		$1.35M Sell
16,711
-233
-1% -$19K 0.04% 208
2022
Q4 		$1.32M Sell
16,944
-4,062
-19% -$329K 0.04% 214
2022
Q3 		$1.7M Sell
21,006
-844
-4% -$75.8K 0.06% 187
2022
Q2 		$1.96M Buy
21,850
+275
+1% +$27.9K 0.07% 178
2022
Q1 		$2.39M Sell
21,575
-839
-4% -$88.6K 0.07% 170
2021
Q4 		$2.32M Sell
22,414
-1,214
-5% -$141K 0.07% 176
2021
Q3 		$2.96M Buy
23,628
+1,785
+8% +$231K 0.1% 145
2021
Q2 		$2.71M Buy
21,843
+1,429
+7% +$179K 0.09% 156
2021
Q1 		$2.41M Buy
20,414
+908
+5% +$106K 0.09% 157
2020
Q4 		$2.29M Buy
19,506
+164
+0.8% +$18.1K 0.1% 150
2020
Q3 		$2.01M Buy
19,342
+4,870
+34% +$489K 0.1% 152
2020
Q2 		$1.33M Buy
14,472
+419
+3% +$40.2K 0.07% 179
2020
Q1 		$1.27M Buy
14,053
+1,427
+11% +$152K 0.08% 171
2019
Q4 		$1.43M Sell
12,626
-170
-1% -$18.7K 0.07% 187
2019
Q3 		$1.39M Buy
12,796
+50
+0.4% +$5.22K 0.07% 178
2019
Q2 		$1.24M Sell
12,746
-35
-0.3% -$3.2K 0.07% 198
2019
Q1 		$1.16M Sell
12,781
-107
-0.8% -$9.58K 0.07% 205
2018
Q4 		$1.17M Buy
12,888
+380
+3% +$35.5K 0.08% 188
2018
Q3 		$1.23M Buy
12,508
+268
+2% +$24.8K 0.07% 194
2018
Q2 		$1.05M Buy
12,240
+271
+2% +$22.6K 0.07% 207
2018
Q1 		$960K Sell
11,969
-630
-5% -$52K 0.06% 218
2017
Q4 		$1.02M Buy
12,599
+102
+0.8% +$8.17K 0.07% 213
2017
Q3 		$972K Sell
12,497
-1
-0% -$83 0.07% 212
2017
Q2 		$1.11M Buy
12,498
+278
+2% +$23.4K 0.08% 189
2017
Q1 		$984K Buy
12,220
+2
+0% +$156 0.07% 206
2016
Q4 		$870K Sell
12,218
-245
-2% -$19.2K 0.07% 214
2016
Q3 		$1.08M Buy
12,463
+1
+0% +$87 0.09% 183
2016
Q2 		$1.08M Buy
12,462
+2
+0% +$162 0.1% 175
2016
Q1 		$935K Sell
12,460
-71
-0.6% -$5.35K 0.09% 183
2015
Q4 		$964K Sell
12,531
-109
-0.9% -$8.21K 0.1% 170
2015
Q3 		$846K Sell
12,640
-40
-0.3% -$2.95K 0.09% 176
2015
Q2 		$940K Buy
12,680
+29
+0.2% +$2.22K 0.1% 179
2015
Q1 		$987K Buy
12,651
+3,508
+38% +$266K 0.1% 178
2014
Q4 		$660K Sell
9,143
-230
-2% -$16K 0.07% 215
2014
Q3 		$581K Sell
9,373
-30
-0.3% -$1.91K 0.07% 211
2014
Q2 		$600K Hold
9,403
– – 0.07% 212
2014
Q1 		$579K Buy
9,403
+200
+2% +$11.7K 0.07% 216
2013
Q4 		$528K Buy
+9,203
New +$522K 0.07% 215

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Investment Advisors reduced its Medtronic (MDT) stake by 2.1% in Q1 2026, selling an estimated $24.1K and leaving 11,904 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #336.

Capital Investment Advisors first reported a position in MDT in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.96M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Capital Investment Advisors held 11,904 shares of Medtronic worth $1.03M as of Q1 2026.
  • Capital Investment Advisors sold 252 Medtronic shares in Q1 2026, an estimated $24.1K.
  • Medtronic made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #336 holding.
  • Capital Investment Advisors first reported a position in Medtronic in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Medtronic position peaked at $2.96M in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.