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
Q1 | $1.81M | Buy |
20,900
+1,900
| +10% | +$182K | ﹤0.01% | 678 |
|
|
2025
Q4 | $1.83M | Sell |
19,000
-7,900
| -29% | -$767K | ﹤0.01% | 659 |
|
|
2025
Q3 | $2.56M | Buy |
26,900
+9,500
| +55% | +$873K | ﹤0.01% | 680 |
|
|
2025
Q2 | $1.52M | Sell |
17,400
-14,600
| -46% | -$1.24M | ﹤0.01% | 729 |
|
|
2025
Q1 | $2.88M | Sell |
32,000
-45,800
| -59% | -$4.1M | 0.01% | 594 |
|
|
2024
Q4 | $6.21M | Buy |
77,800
+6,500
| +9% | +$563K | 0.02% | 472 |
|
|
2024
Q3 | $6.42M | Sell |
71,300
-5,700
| -7% | -$480K | 0.02% | 405 |
|
|
2024
Q2 | $6.06M | Buy |
77,000
+2,900
| +4% | +$238K | 0.02% | 412 |
|
|
2024
Q1 | $6.46M | Sell |
74,100
-57,500
| -44% | -$4.91M | 0.02% | 364 |
|
|
2023
Q4 | $10.8M | Buy |
131,600
+62,800
| +91% | +$4.79M | 0.03% | 325 |
|
|
2023
Q3 | $5.39M | Buy |
68,800
+1,400
| +2% | +$117K | 0.02% | 406 |
|
|
2023
Q2 | $5.94M | Buy |
67,400
+5,900
| +10% | +$508K | 0.03% | 346 |
|
|
2023
Q1 | $4.96M | Buy |
61,500
+19,500
| +46% | +$1.59M | 0.03% | 366 |
|
|
2022
Q4 | $3.26M | Buy |
42,000
+1,600
| +4% | +$130K | 0.02% | 536 |
|
|
2022
Q3 | $3.26M | Sell |
40,400
-900
| -2% | -$80.9K | 0.02% | 548 |
|
|
2022
Q2 | $3.71M | Sell |
41,300
-113,900
| -73% | -$11.5M | 0.02% | 509 |
|
|
2022
Q1 | $17.2M | Sell |
155,200
-86,400
| -36% | -$9.13M | 0.05% | 298 |
|
|
2021
Q4 | $25M | Buy |
241,600
+42,100
| +21% | +$4.88M | 0.04% | 373 |
|
|
2021
Q3 | $25M | Sell |
199,500
-54,900
| -22% | -$7.11M | 0.05% | 359 |
|
|
2021
Q2 | $31.6M | Buy |
254,400
+31,400
| +14% | +$3.94M | 0.07% | 250 |
|
|
2021
Q1 | $26.3M | Buy |
223,000
+101,200
| +83% | +$11.9M | 0.08% | 235 |
|
|
2020
Q4 | $14.3M | Sell |
121,800
-7,200
| -6% | -$793K | 0.05% | 313 |
|
|
2020
Q3 | $13.4M | Buy |
129,000
+12,400
| +11% | +$1.25M | 0.07% | 245 |
|
|
2020
Q2 | $10.7M | Buy |
116,600
+50,900
| +77% | +$4.88M | 0.07% | 242 |
|
|
2020
Q1 | $5.92M | Sell |
65,700
-46,600
| -41% | -$4.96M | 0.1% | 240 |
|
|
2019
Q4 | $12.7M | Buy |
112,300
+29,400
| +35% | +$3.23M | 0.07% | 294 |
|
|
2019
Q3 | $9.01M | Buy |
82,900
+19,000
| +30% | +$1.98M | 0.06% | 305 |
|
|
2019
Q2 | $6.22M | Buy |
63,900
+24,800
| +63% | +$2.26M | 0.05% | 404 |
|
|
2019
Q1 | $3.56M | Buy |
39,100
+10,400
| +36% | +$931K | 0.03% | 442 |
|
|
2018
Q4 | $2.61M | Buy |
28,700
+7,300
| +34% | +$682K | 0.03% | 390 |
|
|
2018
Q3 | $2.1M | Buy |
21,400
+20,900
| +4,180% | +$1.93M | 0.02% | 425 |
|
|
2018
Q2 | $43K | Sell |
500
-24,500
| -98% | -$2.05M | ﹤0.01% | 656 |
|
|
2018
Q1 | $2.01M | Buy |
+25,000
| New | +$2.06M | 0.04% | 193 |
|
|
2017
Q2 | – | Sell |
-13,600
| Closed | -$1.09M | – | 812 |
|
|
2017
Q1 | $1.09M | Sell |
13,600
-4,700
| -26% | -$367K | 0.03% | 407 |
|
|
2016
Q4 | $1.3M | Buy |
+18,300
| New | +$1.44M | 0.04% | 352 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$38K | – | 318 |
|
|
2015
Q1 | $38K | Buy |
+500
| New | +$37.9K | ﹤0.01% | 269 |
|
|
2014
Q4 | – | Sell |
-200,000
| Closed | -$12.4M | – | 376 |
|
|
2014
Q3 | $12.4M | Sell |
200,000
-130,000
| -39% | -$8.27M | 0.14% | 128 |
|
|
2014
Q2 | $21M | Buy |
+330,000
| New | +$20M | 0.28% | 77 |
|
|
2013
Q4 | – | Sell |
-48,400
| Closed | -$2.58M | – | 529 |
|
|
2013
Q3 | $2.58M | Buy |
+48,400
| New | +$2.6M | 0.03% | 308 |
|
Other funds holding MDT
VCM
VPM
Capstone Investment Advisors's MDT Position: Q1 2026 in Review
Capstone Investment Advisors opened a new position in Medtronic (MDT) in Q1 2026: 17,830 shares worth $1.54M. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in MDT as recently as Q3 2025.
Capstone Investment Advisors first reported a position in MDT in Q1 2015 and has held it in 28 quarters since. The position peaked at $51M in Q4 2021. 2,232 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Capstone Investment Advisors held 17,830 shares of Medtronic worth $1.54M as of Q1 2026.
- Medtronic was a new Capstone Investment Advisors position in Q1 2026.
- Medtronic made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #714 holding.
- Capstone Investment Advisors first reported a position in Medtronic in Q1 2015 and has held it in 28 quarters since.
- Capstone Investment Advisors's Medtronic position peaked at $51M in Q4 2021.
- 2,232 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.