CAPTRUST Financial 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 | $20M | Buy |
231,208
+89,936
| +64% | +$8.62M | 0.04% | 361 |
|
|
2025
Q4 | $13.6M | Buy |
141,272
+6,754
| +5% | +$656K | 0.03% | 417 |
|
|
2025
Q3 | $12.8M | Buy |
134,518
+5,515
| +4% | +$507K | 0.03% | 421 |
|
|
2025
Q2 | $11.2M | Buy |
129,003
+6,301
| +5% | +$534K | 0.03% | 435 |
|
|
2025
Q1 | $11M | Buy |
122,702
+25,251
| +26% | +$2.26M | 0.03% | 407 |
|
|
2024
Q4 | $7.78M | Sell |
97,451
-3,939
| -4% | -$341K | 0.02% | 427 |
|
|
2024
Q3 | $9.13M | Sell |
101,390
-13,977
| -12% | -$1.18M | 0.03% | 400 |
|
|
2024
Q2 | $9.08M | Sell |
115,367
-4,553
| -4% | -$373K | 0.03% | 374 |
|
|
2024
Q1 | $10.5M | Sell |
119,920
-52,511
| -30% | -$4.48M | 0.04% | 338 |
|
|
2023
Q4 | $14.2M | Sell |
172,431
-5,496
| -3% | -$419K | 0.05% | 300 |
|
|
2023
Q3 | $13.9M | Buy |
177,927
+16,191
| +10% | +$1.36M | 0.05% | 269 |
|
|
2023
Q2 | $14.2M | Buy |
161,736
+5,285
| +3% | +$455K | 0.06% | 250 |
|
|
2023
Q1 | $12.6M | Buy |
156,451
+11,188
| +8% | +$912K | 0.06% | 256 |
|
|
2022
Q4 | $11.3M | Sell |
145,263
-22,297
| -13% | -$1.81M | 0.06% | 270 |
|
|
2022
Q3 | $13.5M | Buy |
167,560
+46,308
| +38% | +$4.16M | 0.08% | 207 |
|
|
2022
Q2 | $11M | Buy |
121,252
+9,165
| +8% | +$929K | 0.07% | 234 |
|
|
2022
Q1 | $12.5M | Buy |
112,087
+11,591
| +12% | +$1.22M | 0.08% | 208 |
|
|
2021
Q4 | $10.5M | Buy |
100,496
+3,286
| +3% | +$381K | 0.07% | 226 |
|
|
2021
Q3 | $12.2M | Buy |
97,210
+7,437
| +8% | +$963K | 0.1% | 192 |
|
|
2021
Q2 | $11.2M | Sell |
89,773
-20,962
| -19% | -$2.63M | 0.1% | 183 |
|
|
2021
Q1 | $13.1M | Sell |
110,735
-211,219
| -66% | -$24.8M | 0.14% | 158 |
|
|
2020
Q4 | $37.9M | Buy |
321,954
+37,518
| +13% | +$4.13M | 0.5% | 43 |
|
|
2020
Q3 | $29.3M | Sell |
284,436
-39,032
| -12% | -$3.92M | 0.49% | 40 |
|
|
2020
Q2 | $30.1M | Buy |
323,468
+14,416
| +5% | +$1.38M | 0.49% | 45 |
|
|
2020
Q1 | $26.2M | Buy |
309,052
+7,525
| +2% | +$801K | 0.58% | 34 |
|
|
2019
Q4 | $34.7M | Buy |
301,527
+280,989
| +1,368% | +$30.8M | 0.55% | 38 |
|
|
2019
Q3 | $2.24M | Sell |
20,538
-719
| -3% | -$75K | 0.08% | 214 |
|
|
2019
Q2 | $2.07M | Buy |
21,257
+2,028
| +11% | +$185K | 0.08% | 214 |
|
|
2019
Q1 | $1.76M | Buy |
19,229
+736
| +4% | +$65.9K | 0.07% | 207 |
|
|
2018
Q4 | $1.69M | Sell |
18,493
-401
| -2% | -$37.5K | 0.09% | 165 |
|
|
2018
Q3 | $1.87M | Buy |
18,894
+10,449
| +124% | +$966K | 0.08% | 156 |
|
|
2018
Q2 | $723K | Buy |
8,445
+927
| +12% | +$77.4K | 0.04% | 210 |
|
|
2018
Q1 | $585K | Buy |
7,518
+1,821
| +32% | +$150K | 0.04% | 214 |
|
|
2017
Q4 | $463K | Buy |
5,697
+5,029
| +753% | +$403K | 0.03% | 236 |
|
|
2017
Q3 | $54K | Buy |
+668
| New | +$55.5K | ﹤0.01% | 283 |
|
Other funds holding MDT
VCM
VPM
CAPTRUST Financial Advisors's MDT Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Medtronic (MDT) stake by 64% in Q1 2026, buying an estimated $8.62M and bringing the position to 231,208 shares worth $20M. The position accounts for 0.04% of the portfolio, ranked #361.
CAPTRUST Financial Advisors first reported a position in MDT in Q3 2017 and has held it in 35 quarters since. The position peaked at $37.9M in Q4 2020. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- CAPTRUST Financial Advisors held 231,208 shares of Medtronic worth $20M as of Q1 2026.
- CAPTRUST Financial Advisors bought 89,936 Medtronic shares in Q1 2026, an estimated $8.62M.
- Medtronic made up 0.04% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #361 holding.
- CAPTRUST Financial Advisors first reported a position in Medtronic in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Medtronic position peaked at $37.9M in Q4 2020.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.