Capstone Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Buy |
24,265
+6,435
| +36% | +$519K | ﹤0.01% | 745 |
|
|
2026
Q1 | $1.54M | Buy |
+17,830
| New | +$1.71M | ﹤0.01% | 714 |
|
|
2025
Q4 | – | Sell |
-4,196
| Closed | -$408K | – | 1882 |
|
|
2025
Q3 | $400K | Sell |
4,196
-10,773
| -72% | -$990K | ﹤0.01% | 1519 |
|
|
2025
Q2 | $1.3M | Buy |
14,969
+8,904
| +147% | +$755K | ﹤0.01% | 774 |
|
|
2025
Q1 | $545K | Sell |
6,065
-49,610
| -89% | -$4.44M | ﹤0.01% | 1055 |
|
|
2024
Q4 | $4.45M | Buy |
55,675
+52,456
| +1,630% | +$4.54M | 0.01% | 595 |
|
|
2024
Q3 | $290K | Sell |
3,219
-37,976
| -92% | -$3.19M | ﹤0.01% | 1427 |
|
|
2024
Q2 | $3.24M | Buy |
+41,195
| New | +$3.38M | 0.01% | 572 |
|
|
2023
Q4 | – | Sell |
-23,278
| Closed | -$1.77M | – | 2275 |
|
|
2023
Q3 | $1.82M | Buy |
23,278
+18,246
| +363% | +$1.53M | 0.01% | 758 |
|
|
2023
Q2 | $443K | Buy |
+5,032
| New | +$433K | ﹤0.01% | 1211 |
|
|
2023
Q1 | – | Sell |
-14,172
| Closed | -$1.16M | – | 1634 |
|
|
2022
Q4 | $1.1M | Sell |
14,172
-93,736
| -87% | -$7.6M | 0.01% | 895 |
|
|
2022
Q3 | $8.71M | Buy |
107,908
+91,042
| +540% | +$8.18M | 0.05% | 258 |
|
|
2022
Q2 | $1.51M | Buy |
16,866
+12,102
| +254% | +$1.23M | 0.01% | 862 |
|
|
2022
Q1 | $529K | Sell |
4,764
-488,688
| -99% | -$51.6M | ﹤0.01% | 1475 |
|
|
2021
Q4 | $51M | Buy |
493,452
+487,759
| +8,568% | +$56.5M | 0.09% | 195 |
|
|
2021
Q3 | $714K | Buy |
5,693
+2,029
| +55% | +$263K | ﹤0.01% | 1497 |
|
|
2021
Q2 | $455K | Buy |
+3,664
| New | +$460K | ﹤0.01% | 1413 |
|
|
2021
Q1 | – | Sell |
-49,627
| Closed | -$5.82M | – | 1857 |
|
|
2020
Q4 | $5.81M | Buy |
+49,627
| New | +$5.46M | 0.02% | 548 |
|
|
2020
Q1 | – | Sell |
-31,667
| Closed | -$3.37M | – | 1299 |
|
|
2019
Q4 | $3.59M | Buy |
31,667
+27,719
| +702% | +$3.04M | 0.02% | 670 |
|
|
2019
Q3 | $429K | Sell |
3,948
-16,817
| -81% | -$1.75M | ﹤0.01% | 1125 |
|
|
2019
Q2 | $2.02M | Sell |
20,765
-3,853
| -16% | -$352K | 0.01% | 735 |
|
|
2019
Q1 | $2.24M | Buy |
+24,618
| New | +$2.2M | 0.02% | 562 |
|
|
2018
Q4 | – | Sell |
-3,763
| Closed | -$352K | – | 1327 |
|
|
2018
Q3 | $370K | Sell |
3,763
-31,410
| -89% | -$2.9M | ﹤0.01% | 862 |
|
|
2018
Q2 | $3.01M | Buy |
35,173
+34,004
| +2,909% | +$2.84M | 0.05% | 217 |
|
|
2018
Q1 | $94K | Buy |
+1,169
| New | +$96.4K | ﹤0.01% | 326 |
|
|
2017
Q2 | – | Sell |
-52,311
| Closed | -$4.21M | – | 813 |
|
|
2017
Q1 | $4.21M | Sell |
52,311
-2,295
| -4% | -$179K | 0.11% | 163 |
|
|
2016
Q4 | $3.89M | Buy |
+54,606
| New | +$4.29M | 0.12% | 160 |
|
|
2016
Q1 | – | Sell |
-16,200
| Closed | -$1.25M | – | 723 |
|
|
2015
Q4 | $1.25M | Buy |
+16,200
| New | +$1.22M | 0.03% | 220 |
|
|
2015
Q2 | – | Sell |
-476
| Closed | -$37K | – | 319 |
|
|
2015
Q1 | $37K | Buy |
+476
| New | +$36.1K | ﹤0.01% | 270 |
|
Other funds holding MDT
Capstone Investment Advisors's MDT Position: Q2 2026 in Review
Capstone Investment Advisors increased its Medtronic (MDT) stake by 36% in Q2 2026, buying an estimated $519K and bringing the position to 24,265 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #745.
Capstone Investment Advisors first reported a position in MDT in Q1 2015 and has held it in 29 quarters since. The position peaked at $51M in Q4 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Capstone Investment Advisors held 24,265 shares of Medtronic worth $1.9M as of Q2 2026.
- Capstone Investment Advisors bought 6,435 Medtronic shares in Q2 2026, an estimated $519K.
- Medtronic made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #745 holding.
- Capstone Investment Advisors first reported a position in Medtronic in Q1 2015 and has held it in 29 quarters since.
- Capstone Investment Advisors's Medtronic position peaked at $51M in Q4 2021.
- 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.