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CSM Advisors’s Medtronic MDT Stock Holding History

CSM 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
Q2 		– Sell
-268,258
Closed -$23.2M – 427
2026
Q1 		$23.2M Sell
268,258
-41,265
-13% -$3.95M 0.57% 45
2025
Q4 		$29.7M Buy
309,523
+24,263
+9% +$2.36M 0.81% 34
2025
Q3 		$27.2M Buy
285,260
+33,167
+13% +$3.05M 0.76% 35
2025
Q2 		$22M Buy
+252,093
New +$21.4M 0.64% 40

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CSM Advisors's MDT Position: Q2 2026 in Review

CSM Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 268,258 shares — an estimated $23.2M sold.

CSM Advisors first reported a position in MDT in Q2 2025 and held it in 4 quarters. The position peaked at $29.7M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CSM Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • CSM Advisors sold 268,258 Medtronic shares in Q2 2026, an estimated $23.2M.
  • CSM Advisors first reported a position in Medtronic in Q2 2025 and held it in 4 quarters.
  • CSM Advisors's Medtronic position peaked at $29.7M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.