CoreCap Advisors
MDT icon

CoreCap Advisors’s Medtronic MDT Stock Holding History

CoreCap 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
Q3 		$264K Buy
3,054
+109
+4% +$9.6K 0.01% 756
2026
Q2 		$230K Buy
2,945
+650
+28% +$52.4K 0.01% 813
2026
Q1 		$199K Sell
2,295
-3,553
-61% -$340K 0.01% 805
2025
Q4 		$562K Buy
5,848
+1,740
+42% +$169K 0.02% 490
2025
Q3 		$391K Buy
4,108
+1,583
+63% +$146K 0.01% 584
2025
Q2 		$220K Sell
2,525
-249
-9% -$21.1K 0.01% 715
2025
Q1 		$249K Buy
2,774
+530
+24% +$47.4K 0.01% 627
2024
Q4 		$179K Buy
2,244
+322
+17% +$27.9K 0.01% 734
2024
Q3 		$173K Sell
1,922
-23,710
-93% -$1.99M 0.01% 735
2024
Q2 		$2.02M Buy
25,632
+1,031
+4% +$84.5K 0.21% 103
2024
Q1 		$2.14M Buy
+24,601
New +$2.1M 0.11% 180
2022
Q4 		$114K Buy
+1,465
New +$119K 0.01% 691
2022
Q3 		– Sell
-1,503
Closed -$135K – 1445
2022
Q2 		$135K Sell
1,503
-920
-38% -$93.2K 0.01% 601
2022
Q1 		$269K Sell
2,423
-4,249
-64% -$449K 0.02% 434
2021
Q4 		$690K Buy
+6,672
New +$773K 0.05% 302

Other funds holding MDT

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

CoreCap Advisors's MDT Position: Q3 2026 in Review

CoreCap Advisors increased its Medtronic (MDT) stake by 3.7% in Q3 2026, buying an estimated $9.6K and bringing the position to 3,054 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #756.

CoreCap Advisors first reported a position in MDT in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.14M in Q1 2024. 566 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • CoreCap Advisors held 3,054 shares of Medtronic worth $264K as of Q3 2026.
  • CoreCap Advisors bought 109 Medtronic shares in Q3 2026, an estimated $9.6K.
  • Medtronic made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #756 holding.
  • CoreCap Advisors first reported a position in Medtronic in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Medtronic position peaked at $2.14M in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.