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Capital Investment Advisory Services’s Medtronic MDT Stock Holding History

Capital Investment Advisory Services’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 		$1.21M Buy
15,443
+4,997
+48% +$403K 0.07% 270
2026
Q1 		$905K Sell
10,446
-322
-3% -$30.8K 0.07% 275
2025
Q4 		$1.03M Sell
10,768
-715
-6% -$69.5K 0.07% 253
2025
Q3 		$1.09M Buy
11,483
+162
+1% +$14.9K 0.09% 233
2025
Q2 		$987K Sell
11,321
-248
-2% -$21K 0.08% 227
2025
Q1 		$1.04M Sell
11,569
-641
-5% -$57.4K 0.09% 207
2024
Q4 		$975K Sell
12,210
-487
-4% -$42.2K 0.09% 192
2024
Q3 		$1.14M Sell
12,697
-578
-4% -$48.6K 0.11% 182
2024
Q2 		$1.04M Sell
13,275
-814
-6% -$66.7K 0.11% 187
2024
Q1 		$1.23M Sell
14,089
-32
-0.2% -$2.73K 0.13% 168
2023
Q4 		$1.16M Sell
14,121
-2,025
-13% -$154K 0.11% 169
2023
Q3 		$1.27M Sell
16,146
-557
-3% -$46.6K 0.12% 152
2023
Q2 		$1.47M Buy
16,703
+944
+6% +$81.3K 0.15% 126
2023
Q1 		$1.27M Sell
15,759
-216
-1% -$17.6K 0.15% 137
2022
Q4 		$1.24M Buy
15,975
+232
+1% +$18.8K 0.15% 132
2022
Q3 		$1.27M Sell
15,743
-1,041
-6% -$93.6K 0.16% 117
2022
Q2 		$1.51M Sell
16,784
-38
-0.2% -$3.85K 0.18% 111
2022
Q1 		$1.87M Buy
16,822
+598
+4% +$63.2K 0.2% 96
2021
Q4 		$1.68M Buy
16,224
+4,475
+38% +$518K 0.2% 111
2021
Q3 		$1.47M Sell
11,749
-1,235
-10% -$160K 0.19% 113
2021
Q2 		$1.61M Sell
12,984
-970
-7% -$122K 0.2% 101
2021
Q1 		$1.65M Sell
13,954
-924
-6% -$108K 0.23% 94
2020
Q4 		$1.74M Buy
14,878
+2,354
+19% +$259K 0.26% 87
2020
Q3 		$1.3M Sell
12,524
-1,314
-9% -$132K 0.24% 92
2020
Q2 		$1.27M Sell
13,838
-248
-2% -$23.8K 0.26% 87
2020
Q1 		$1.27M Buy
14,086
+5,056
+56% +$538K 0.31% 70
2019
Q4 		$1.02M Buy
9,030
+1,443
+19% +$158K 0.27% 80
2019
Q3 		$824K Buy
7,587
+41
+0.5% +$4.28K 0.23% 88
2019
Q2 		$764K Buy
7,546
+5,387
+250% +$492K 0.23% 90
2019
Q1 		$197K Sell
2,159
-626
-22% -$56K 0.07% 225
2018
Q4 		$261K Sell
2,785
-67
-2% -$6.26K 0.11% 170
2018
Q3 		$281K Buy
+2,852
New +$264K 0.13% 169

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capital Investment Advisory Services's MDT Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Medtronic (MDT) stake by 48% in Q2 2026, buying an estimated $403K and bringing the position to 15,443 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #270.

Capital Investment Advisory Services first reported a position in MDT in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.87M in Q1 2022. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Capital Investment Advisory Services held 15,443 shares of Medtronic worth $1.21M as of Q2 2026.
  • Capital Investment Advisory Services bought 4,997 Medtronic shares in Q2 2026, an estimated $403K.
  • Medtronic made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #270 holding.
  • Capital Investment Advisory Services first reported a position in Medtronic in Q3 2018 and has held it in 32 quarters since.
  • Capital Investment Advisory Services's Medtronic position peaked at $1.87M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.