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CVA Family Office’s Medtronic MDT Stock Holding History

CVA Family Office’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 		$789K Sell
10,083
-741
-7% -$59.8K 0.07% 152
2026
Q1 		$938K Buy
10,824
+307
+3% +$29.4K 0.1% 116
2025
Q4 		$1.01M Buy
10,517
+2
+0% +$194 0.12% 104
2025
Q3 		$1M Buy
10,515
+91
+0.9% +$8.37K 0.13% 104
2025
Q2 		$909K Sell
10,424
-486
-4% -$41.2K 0.13% 106
2025
Q1 		$980K Buy
10,910
+704
+7% +$63K 0.15% 100
2024
Q4 		$815K Buy
10,206
+2,218
+28% +$192K 0.13% 109
2024
Q3 		$719K Sell
7,988
-644
-7% -$54.2K 0.12% 119
2024
Q2 		$679K Sell
8,632
-389
-4% -$31.9K 0.12% 114
2024
Q1 		$786K Buy
9,021
+6
+0.1% +$512 0.14% 104
2023
Q4 		$743K Sell
9,015
-705
-7% -$53.7K 0.14% 102
2023
Q3 		$762K Sell
9,720
-233
-2% -$19.5K 0.17% 93
2023
Q2 		$877K Buy
9,953
+852
+9% +$73.3K 0.18% 85
2023
Q1 		$734K Buy
9,101
+2,731
+43% +$223K 0.16% 96
2022
Q4 		$495K Sell
6,370
-2,320
-27% -$188K 0.12% 116
2022
Q3 		$702K Buy
8,690
+3,636
+72% +$327K 0.19% 87
2022
Q2 		$454K Buy
5,054
+1,175
+30% +$119K 0.12% 103
2022
Q1 		$430K Buy
3,879
+1,407
+57% +$149K 0.1% 111
2021
Q4 		$256K Buy
2,472
+1,039
+73% +$120K 0.06% 151
2021
Q3 		$149K Sell
1,433
-2,950
-67% -$382K 0.11% 99
2021
Q2 		$544K Buy
4,383
+1,620
+59% +$203K 0.15% 88
2021
Q1 		$326K Buy
2,763
+1,130
+69% +$132K 0.12% 100
2020
Q4 		$191K Buy
1,633
+200
+14% +$22K 0.12% 97
2020
Q3 		$149K Buy
1,433
+212
+17% +$21.3K 0.11% 99
2020
Q2 		$112K Buy
1,221
+608
+99% +$58.3K 0.09% 106
2020
Q1 		$55K Buy
+613
New +$65.2K 0.06% 135

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

CVA Family Office's MDT Position: Q2 2026 in Review

CVA Family Office reduced its Medtronic (MDT) stake by 6.8% in Q2 2026, selling an estimated $59.8K and leaving 10,083 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #152.

CVA Family Office first reported a position in MDT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CVA Family Office held 10,083 shares of Medtronic worth $789K as of Q2 2026.
  • CVA Family Office sold 741 Medtronic shares in Q2 2026, an estimated $59.8K.
  • Medtronic made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #152 holding.
  • CVA Family Office first reported a position in Medtronic in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's Medtronic position peaked at $1.01M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.