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
$10.2M Buy
118,200
+49,000
+71% +$4.69M 0.02% 277
2025
Q4
$6.65M Sell
69,200
-80,200
-54% -$7.79M 0.01% 322
2025
Q3
$14.2M Buy
149,400
+39,100
+35% +$3.59M 0.03% 257
2025
Q2
$9.61M Sell
110,300
-15,400
-12% -$1.31M 0.02% 256
2025
Q1
$11.3M Sell
125,700
-90,300
-42% -$8.08M 0.03% 265
2024
Q4
$17.3M Buy
216,000
+60,500
+39% +$5.24M 0.04% 242
2024
Q3
$14M Sell
155,500
-2,600
-2% -$219K 0.04% 241
2024
Q2
$12.4M Buy
158,100
+12,600
+9% +$1.03M 0.04% 269
2024
Q1
$12.7M Sell
145,500
-83,900
-37% -$7.16M 0.05% 236
2023
Q4
$18.9M Buy
229,400
+87,300
+61% +$6.65M 0.06% 216
2023
Q3
$11.1M Buy
142,100
+50,000
+54% +$4.19M 0.05% 259
2023
Q2
$8.11M Buy
92,100
+20,300
+28% +$1.75M 0.04% 281
2023
Q1
$5.79M Buy
71,800
+42,600
+146% +$3.47M 0.03% 336
2022
Q4
$2.27M Sell
29,200
-147,000
-83% -$11.9M 0.02% 666
2022
Q3
$14.2M Buy
176,200
+4,600
+3% +$413K 0.09% 162
2022
Q2
$15.4M Sell
171,600
-307,600
-64% -$31.2M 0.08% 174
2022
Q1
$53.2M Sell
479,200
-716,800
-60% -$75.7M 0.15% 104
2021
Q4
$124M Buy
1,196,000
+130,200
+12% +$15.1M 0.21% 90
2021
Q3
$134M Sell
1,065,800
-49,400
-4% -$6.39M 0.26% 72
2021
Q2
$138M Buy
1,115,200
+81,800
+8% +$10.3M 0.31% 68
2021
Q1
$122M Buy
1,033,400
+278,400
+37% +$32.6M 0.36% 54
2020
Q4
$88.4M Buy
755,000
+395,000
+110% +$43.5M 0.3% 55
2020
Q3
$37.4M Buy
360,000
+123,000
+52% +$12.4M 0.19% 94
2020
Q2
$21.7M Buy
237,000
+82,900
+54% +$7.95M 0.14% 132
2020
Q1
$13.9M Sell
154,100
-391,900
-72% -$41.7M 0.22% 80
2019
Q4
$61.9M Buy
546,000
+102,000
+23% +$11.2M 0.33% 54
2019
Q3
$48.2M Buy
444,000
+94,800
+27% +$9.89M 0.33% 59
2019
Q2
$34M Buy
349,200
+109,900
+46% +$10M 0.25% 93
2019
Q1
$21.8M Buy
239,300
+100,900
+73% +$9.03M 0.2% 111
2018
Q4
$12.6M Buy
138,400
+27,500
+25% +$2.57M 0.16% 107
2018
Q3
$10.9M Buy
110,900
+78,800
+245% +$7.29M 0.12% 134
2018
Q2
$2.75M Buy
32,100
+29,400
+1,089% +$2.46M 0.04% 237
2018
Q1
$217K Buy
+2,700
New +$223K ﹤0.01% 300
2017
Q2
Sell
-15,200
Closed -$1.22M 814
2017
Q1
$1.22M Sell
15,200
-6,300
-29% -$492K 0.03% 377
2016
Q4
$1.53M Buy
+21,500
New +$1.69M 0.05% 337
2015
Q2
Sell
-44,700
Closed -$3.49M 320
2015
Q1
$3.49M Buy
44,700
+26,900
+151% +$2.04M 0.06% 170
2014
Q4
$1.28M Sell
17,800
-8,200
-32% -$570K 0.02% 248
2014
Q3
$1.61M Buy
+26,000
New +$1.65M 0.02% 308
2013
Q4
Sell
-60,000
Closed -$3.19M 530
2013
Q3
$3.19M Buy
+60,000
New +$3.23M 0.03% 263

Other funds holding MDT

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.