Coastwise Capital Group’s Medtronic MDT Stock Holding History

Coastwise Capital Group’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	$556K	Buy	7,105 +1,205	+20%	+$97.2K	0.32%	69
2026 Q1	$511K	Buy	5,900 +400	+7%	+$38.3K	0.28%	72
2025 Q4	$528K	Sell	5,500 -400	-7%	-$38.9K	0.26%	81
2025 Q3	$562K	Sell	5,900 -100	-2%	-$9.19K	0.4%	60
2025 Q2	$523K	Hold	6,000	–	–	0.42%	57
2025 Q1	$539K	Sell	6,000 -300	-5%	-$26.8K	0.45%	59
2024 Q4	$503K	Sell	6,300 -200	-3%	-$17.3K	0.4%	62
2024 Q3	$585K	Buy	6,500 +1,100	+20%	+$92.5K	0.48%	59
2024 Q2	$425K	Hold	5,400	–	–	0.4%	65
2024 Q1	$471K	Buy	5,400 +10	+0.2%	+$853	0.44%	66
2023 Q4	$444K	Buy	5,390 +690	+15%	+$52.6K	0.45%	62
2023 Q3	$368K	Buy	4,700 +2,200	+88%	+$184K	0.42%	68
2023 Q2	$220K	Hold	2,500	–	–	0.25%	103
2023 Q1	$202K	Buy	+2,500	New	+$204K	0.23%	109

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Coastwise Capital Group's MDT Position: Q2 2026 in Review

Coastwise Capital Group increased its Medtronic (MDT) stake by 20% in Q2 2026, buying an estimated $97.2K and bringing the position to 7,105 shares worth $556K. The position accounts for 0.32% of the portfolio, ranked #69.

Coastwise Capital Group first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $585K in Q3 2024. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Coastwise Capital Group held 7,105 shares of Medtronic worth $556K as of Q2 2026.
Coastwise Capital Group bought 1,205 Medtronic shares in Q2 2026, an estimated $97.2K.
Medtronic made up 0.32% of Coastwise Capital Group's portfolio in Q2 2026, its #69 holding.
Coastwise Capital Group first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
Coastwise Capital Group's Medtronic position peaked at $585K in Q3 2024.
486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.