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Cascade Investment Advisors’s Medtronic MDT Stock Holding History

Cascade Investment Advisors’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 		$2.05M Buy
26,244
+2,860
+12% +$231K 1.12% 27
2026
Q1 		$2.03M Buy
23,384
+1,390
+6% +$133K 1.2% 24
2025
Q4 		$2.11M Sell
21,994
-375
-2% -$36.4K 1.24% 21
2025
Q3 		$2.13M Buy
22,369
+215
+1% +$19.8K 1.29% 22
2025
Q2 		$1.93M Buy
22,154
+95
+0.4% +$8.06K 1.24% 22
2025
Q1 		$1.98M Buy
22,059
+35
+0.2% +$3.13K 1.34% 20
2024
Q4 		$1.76M Buy
22,024
+140
+0.6% +$12.1K 1.13% 28
2024
Q3 		$1.97M Buy
21,884
+840
+4% +$70.7K 1.25% 25
2024
Q2 		$1.66M Buy
21,044
+460
+2% +$37.7K 1.12% 33
2024
Q1 		$1.79M Buy
20,584
+445
+2% +$38K 1.17% 27
2023
Q4 		$1.66M Buy
20,139
+1,120
+6% +$85.4K 1.18% 31
2023
Q3 		$1.49M Buy
19,019
+15
+0.1% +$1.26K 1.18% 31
2023
Q2 		$1.67M Sell
19,004
-175
-0.9% -$15.1K 1.25% 20
2023
Q1 		$1.55M Sell
19,179
-125
-0.6% -$10.2K 1.22% 21
2022
Q4 		$1.5M Buy
19,304
+4,342
+29% +$352K 1.25% 20
2022
Q3 		$1.31M Buy
14,962
+710
+5% +$63.8K 1.12% 38
2022
Q2 		$1.28M Buy
14,252
+1,875
+15% +$190K 1% 39
2022
Q1 		$1.37M Sell
12,377
-130
-1% -$13.7K 0.84% 57
2021
Q4 		$1.29M Buy
12,507
+377
+3% +$43.7K 0.76% 70
2021
Q3 		$1.52M Sell
12,130
-125
-1% -$16.2K 0.99% 37
2021
Q2 		$1.52M Sell
12,255
-25
-0.2% -$3.14K 0.96% 41
2021
Q1 		$1.45M Buy
12,280
+185
+2% +$21.7K 0.94% 41
2020
Q4 		$1.42M Sell
12,095
-60
-0.5% -$6.61K 1.04% 30
2020
Q3 		$1.26M Sell
12,155
-20
-0.2% -$2.01K 1.07% 31
2020
Q2 		$1.12M Sell
12,175
-55
-0.4% -$5.27K 1.05% 34
2020
Q1 		$1.1M Sell
12,230
-155
-1% -$16.5K 1.22% 24
2019
Q4 		$1.41M Sell
12,385
-50
-0.4% -$5.49K 1.07% 30
2019
Q3 		$1.35M Sell
12,435
-100
-0.8% -$10.4K 1.04% 32
2019
Q2 		$1.22M Buy
12,535
+45
+0.4% +$4.11K 1.04% 38
2019
Q1 		$1.14M Sell
12,490
-155
-1% -$13.9K 1.02% 38
2018
Q4 		$1.15M Buy
12,645
+75
+0.6% +$7.01K 1.16% 32
2018
Q3 		$1.24M Sell
12,570
-175
-1% -$16.2K 1.05% 38
2018
Q2 		$1.09M Buy
12,745
+3,110
+32% +$260K 0.97% 46
2018
Q1 		$773K Buy
9,635
+9,625
+96,250% +$794K 0.61% 74
2017
Q4 		$807 Hold
10
– – ﹤0.01% 189
2017
Q3 		$777 Hold
10
– – ﹤0.01% 173
2017
Q2 		$887 Buy
+10
New +$843 ﹤0.01% 178
2016
Q2 		$8.68K Buy
+100
New +$8.09K 0.01% 144

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cascade Investment Advisors's MDT Position: Q2 2026 in Review

Cascade Investment Advisors increased its Medtronic (MDT) stake by 12% in Q2 2026, buying an estimated $231K and bringing the position to 26,244 shares worth $2.05M. The position accounts for 1.12% of the portfolio, ranked #27.

Cascade Investment Advisors first reported a position in MDT in Q2 2016 and has held it in 38 quarters since. The position peaked at $2.13M in Q3 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cascade Investment Advisors held 26,244 shares of Medtronic worth $2.05M as of Q2 2026.
  • Cascade Investment Advisors bought 2,860 Medtronic shares in Q2 2026, an estimated $231K.
  • Medtronic made up 1.12% of Cascade Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Cascade Investment Advisors first reported a position in Medtronic in Q2 2016 and has held it in 38 quarters since.
  • Cascade Investment Advisors's Medtronic position peaked at $2.13M in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.