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Capital Square’s Medtronic MDT Stock Holding History

Capital Square’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 		$216K Buy
+2,579
New +$208K 0.1% 216
2026
Q1 		– Sell
-2,218
Closed -$213K – 242
2025
Q4 		$213K Buy
+2,218
New +$215K 0.11% 196
2022
Q3 		– Sell
-3,749
Closed -$336K – 141
2022
Q2 		$336K Sell
3,749
-502
-12% -$50.9K 0.28% 89
2022
Q1 		$471K Buy
4,251
+318
+8% +$33.6K 0.34% 87
2021
Q4 		$416K Sell
3,933
-342
-8% -$39.6K 0.29% 96
2021
Q3 		$544K Buy
+4,275
New +$553K 0.39% 82
2021
Q2 		– Sell
-4,479
Closed -$546K – 155
2021
Q1 		$546K Buy
4,479
+556
+14% +$65.2K 0.41% 77
2020
Q4 		$459K Buy
3,923
+67
+2% +$7.38K 0.38% 86
2020
Q3 		$400K Buy
3,856
+920
+31% +$92.4K 0.41% 83
2020
Q2 		$269K Buy
2,936
+303
+12% +$29.1K 0.29% 108
2020
Q1 		$237K Buy
+2,633
New +$280K 0.28% 100

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 Square's MDT Position: Q2 2026 in Review

Capital Square opened a new position in Medtronic (MDT) in Q2 2026: 2,579 shares worth $216K. The stake represents 0.1% of the portfolio and ranks #216 among its holdings. This is a return to the name: Capital Square previously reported a position in MDT as recently as Q4 2025.

Capital Square first reported a position in MDT in Q1 2020 and has held it in 11 quarters since. The position peaked at $546K in Q1 2021. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Capital Square held 2,579 shares of Medtronic worth $216K as of Q2 2026.
  • Medtronic was a new Capital Square position in Q2 2026.
  • Medtronic made up 0.1% of Capital Square's portfolio in Q2 2026, its #216 holding.
  • Capital Square first reported a position in Medtronic in Q1 2020 and has held it in 11 quarters since.
  • Capital Square's Medtronic position peaked at $546K in Q1 2021.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.