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Capital Wealth Planning’s Medtronic MDT Stock Holding History

Capital Wealth Planning’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 		$240K Sell
3,064
-3,519,371
-100% -$284M ﹤0.01% 148
2026
Q1 		$305M Buy
+3,522,435
New +$337M 1.68% 25
2022
Q1 		– Sell
-13,645
Closed -$1.41M – 109
2021
Q4 		$1.41M Sell
13,645
-923,220
-99% -$107M 0.03% 41
2021
Q3 		$117M Buy
936,865
+72,360
+8% +$9.37M 3.23% 17
2021
Q2 		$108M Buy
864,505
+849,450
+5,642% +$107M 3.03% 17
2021
Q1 		$1.78M Sell
15,055
-1,862
-11% -$218K 0.06% 41
2020
Q4 		$1.97M Buy
16,917
+1,582
+10% +$174K 0.08% 38
2020
Q3 		$1.59M Buy
+15,335
New +$1.54M 0.08% 41
2020
Q1 		– Sell
-2,382
Closed -$270K – 257
2019
Q4 		$270K Sell
2,382
-71
-3% -$7.79K 0.02% 161
2019
Q3 		$258K Sell
2,453
-285
-10% -$29.7K 0.02% 210
2019
Q2 		$267K Buy
+2,738
New +$250K 0.02% 197
2013
Q4 		– Sell
-6,200
Closed -$330K – 107
2013
Q3 		$330K Buy
+6,200
New +$334K 0.15% 95

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 Wealth Planning's MDT Position: Q2 2026 in Review

Capital Wealth Planning reduced its Medtronic (MDT) stake by 100% in Q2 2026, selling an estimated $284M and leaving 3,064 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #148.

Capital Wealth Planning first reported a position in MDT in Q3 2013 and has held it in 12 quarters since. The position peaked at $305M in Q1 2026. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Capital Wealth Planning held 3,064 shares of Medtronic worth $240K as of Q2 2026.
  • Capital Wealth Planning sold 3,519,371 Medtronic shares in Q2 2026, an estimated $284M.
  • Medtronic made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #148 holding.
  • Capital Wealth Planning first reported a position in Medtronic in Q3 2013 and has held it in 12 quarters since.
  • Capital Wealth Planning's Medtronic position peaked at $305M in Q1 2026.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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