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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
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 $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 Square's MDT Position: Q1 2026 in Review

Capital Square sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,218 shares — an estimated $213K sold.

Capital Square first reported a position in MDT in Q1 2020 and held it in 10 quarters. The position peaked at $546K in Q1 2021. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Capital Square reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Capital Square sold 2,218 Medtronic shares in Q1 2026, an estimated $213K.
  • Capital Square first reported a position in Medtronic in Q1 2020 and held it in 10 quarters.
  • Capital Square's Medtronic position peaked at $546K in Q1 2021.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.