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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascades Capital Asset Management's MDT Position: Q1 2026 in Review

Cascades Capital Asset Management held its Medtronic (MDT) position steady in Q1 2026 at 4,753 shares worth $412K. The position accounts for 0.17% of the portfolio, ranked #82.

Cascades Capital Asset Management first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $475K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Cascades Capital Asset Management held 4,753 shares of Medtronic worth $412K as of Q1 2026.
  • Cascades Capital Asset Management left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.17% of Cascades Capital Asset Management's portfolio in Q1 2026, its #82 holding.
  • Cascades Capital Asset Management first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • Cascades Capital Asset Management's Medtronic position peaked at $475K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.