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Fortis Capital Advisors’s Medtronic MDT Stock Holding History

Fortis 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
Q2 		$303K Sell
3,873
-639
-14% -$51.5K 0.03% 327
2026
Q1 		$391K Sell
4,512
-155
-3% -$14.8K 0.05% 265
2025
Q4 		$448K Buy
4,667
+2,469
+112% +$240K 0.07% 206
2025
Q3 		$209K Buy
+2,198
New +$202K 0.03% 264
2024
Q2 		– Sell
-4,981
Closed -$434K – 180
2024
Q1 		$434K Buy
4,981
+716
+17% +$61.1K 0.18% 101
2023
Q4 		$351K Hold
4,265
– – 0.19% 77
2023
Q3 		$334K Buy
4,265
+610
+17% +$51.1K 0.21% 69
2023
Q2 		$322K Hold
3,655
– – 0.19% 76
2023
Q1 		$295K Hold
3,655
– – 0.16% 86
2022
Q4 		$284K Buy
+3,655
New +$296K 0.17% 83

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

Fortis Capital Advisors's MDT Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $51.5K and leaving 3,873 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #327.

Fortis Capital Advisors first reported a position in MDT in Q4 2022 and has held it in 10 quarters since. The position peaked at $448K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Fortis Capital Advisors held 3,873 shares of Medtronic worth $303K as of Q2 2026.
  • Fortis Capital Advisors sold 639 Medtronic shares in Q2 2026, an estimated $51.5K.
  • Medtronic made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #327 holding.
  • Fortis Capital Advisors first reported a position in Medtronic in Q4 2022 and has held it in 10 quarters since.
  • Fortis Capital Advisors's Medtronic position peaked at $448K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.