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 Q3	$227K	Buy	2,630 +51	+2%	+$4.5K	0.1%	212
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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Capital Square's MDT Position: Q3 2026 in Review

Capital Square increased its Medtronic (MDT) stake by 2% in Q3 2026, buying an estimated $4.5K and bringing the position to 2,630 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #212.

Capital Square first reported a position in MDT in Q1 2020 and has held it in 12 quarters since. The position peaked at $546K in Q1 2021. 811 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Capital Square held 2,630 shares of Medtronic worth $227K as of Q3 2026.
Capital Square bought 51 Medtronic shares in Q3 2026, an estimated $4.5K.
Medtronic made up 0.1% of Capital Square's portfolio in Q3 2026, its #212 holding.
Capital Square first reported a position in Medtronic in Q1 2020 and has held it in 12 quarters since.
Capital Square's Medtronic position peaked at $546K in Q1 2021.
811 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.