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Capital Performance Advisors’s Medtronic MDT Stock Holding History

Capital Performance 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
Q2 		– Sell
-3,931
Closed -$341K – 421
2026
Q1 		$341K Sell
3,931
-2,263
-37% -$217K 0.02% 295
2025
Q4 		$595K Sell
6,194
-239
-4% -$23.2K 0.04% 190
2025
Q3 		$613K Buy
6,433
+1,172
+22% +$108K 0.1% 106
2025
Q2 		$459K Sell
5,261
-1,248
-19% -$106K 0.09% 114
2025
Q1 		$585K Buy
6,509
+1,871
+40% +$167K 0.13% 86
2024
Q4 		$370K Buy
4,638
+1,881
+68% +$163K 0.12% 76
2024
Q3 		$248K Buy
+2,757
New +$232K 0.08% 96

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital Performance Advisors's MDT Position: Q2 2026 in Review

Capital Performance Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,931 shares — an estimated $341K sold.

Capital Performance Advisors first reported a position in MDT in Q3 2024 and held it in 7 quarters. The position peaked at $613K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Capital Performance Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 3,931 Medtronic shares in Q2 2026, an estimated $341K.
  • Capital Performance Advisors first reported a position in Medtronic in Q3 2024 and held it in 7 quarters.
  • Capital Performance Advisors's Medtronic position peaked at $613K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.