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Childress Capital Advisors’s Medtronic MDT Stock Holding History

Childress Capital 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
Q1 		$575K Sell
6,633
-510
-7% -$48.9K 0.1% 143
2025
Q4 		$686K Buy
7,143
+1,369
+24% +$133K 0.11% 135
2025
Q3 		$550K Buy
5,774
+1,033
+22% +$95K 0.1% 141
2025
Q2 		$413K Buy
4,741
+182
+4% +$15.4K 0.1% 142
2025
Q1 		$410K Buy
4,559
+793
+21% +$71K 0.12% 123
2024
Q4 		$301K Sell
3,766
-499
-12% -$43.2K 0.08% 151
2024
Q3 		$384K Buy
4,265
+1,354
+47% +$114K 0.1% 140
2024
Q2 		$229K Buy
+2,911
New +$239K 0.06% 188
2023
Q4 		– Sell
-5,470
Closed -$434K – 209
2023
Q3 		$434K Buy
+5,470
New +$458K 0.14% 93
2023
Q1 		– Sell
-3,857
Closed -$300K – 137
2022
Q4 		$300K Buy
3,857
+1,640
+74% +$133K 0.1% 132
2022
Q3 		$202K Sell
2,217
-2,106
-49% -$189K 0.08% 166
2022
Q2 		$388K Sell
4,323
-186
-4% -$18.8K 0.15% 105
2022
Q1 		$499K Buy
4,509
+2,040
+83% +$216K 0.17% 97
2021
Q4 		$255K Sell
2,469
-1,473
-37% -$171K 0.11% 147
2021
Q3 		$494K Buy
3,942
+39
+1% +$5.05K 0.2% 94
2021
Q2 		$484K Buy
3,903
+998
+34% +$125K 0.22% 76
2021
Q1 		$343K Buy
2,905
+1,563
+116% +$183K 0.16% 119
2020
Q4 		$157K Buy
+1,342
New +$148K 0.09% 111

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

Childress Capital Advisors's MDT Position: Q1 2026 in Review

Childress Capital Advisors reduced its Medtronic (MDT) stake by 7.1% in Q1 2026, selling an estimated $48.9K and leaving 6,633 shares worth $575K. The position accounts for 0.1% of the portfolio, ranked #143.

Childress Capital Advisors first reported a position in MDT in Q4 2020 and has held it in 18 quarters since. The position peaked at $686K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Childress Capital Advisors held 6,633 shares of Medtronic worth $575K as of Q1 2026.
  • Childress Capital Advisors sold 510 Medtronic shares in Q1 2026, an estimated $48.9K.
  • Medtronic made up 0.1% of Childress Capital Advisors's portfolio in Q1 2026, its #143 holding.
  • Childress Capital Advisors first reported a position in Medtronic in Q4 2020 and has held it in 18 quarters since.
  • Childress Capital Advisors's Medtronic position peaked at $686K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.