Cascades Capital Asset Management’s Medtronic MDT Stock Holding History

Cascades Capital Asset Management’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	$323K	Sell	4,131 -622	-13%	-$50.2K	0.12%	100
2026 Q1	$412K	Hold	4,753	–	–	0.17%	82
2025 Q4	$457K	Sell	4,753 -238	-5%	-$23.1K	0.19%	79
2025 Q3	$475K	Hold	4,991	–	–	0.21%	73
2025 Q2	$435K	Buy	4,991 +87	+2%	+$7.38K	0.22%	71
2025 Q1	$441K	Sell	4,904 -235	-5%	-$21K	0.24%	65
2024 Q4	$411K	Hold	5,139	–	–	0.22%	68
2024 Q3	$463K	Buy	+5,139	New	+$432K	0.25%	62

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cascades Capital Asset Management's MDT Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $50.2K and leaving 4,131 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #100.

Cascades Capital Asset Management first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $475K in Q3 2025. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Cascades Capital Asset Management held 4,131 shares of Medtronic worth $323K as of Q2 2026.
Cascades Capital Asset Management sold 622 Medtronic shares in Q2 2026, an estimated $50.2K.
Medtronic made up 0.12% of Cascades Capital Asset Management's portfolio in Q2 2026, its #100 holding.
Cascades Capital Asset Management first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
Cascades Capital Asset Management's Medtronic position peaked at $475K in Q3 2025.
2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.