JB Capital
MDT icon

JB Capital’s Medtronic MDT Stock Holding History

JB Capital’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 		$4.29M Sell
49,663
-22,015
-31% -$1.94M 0.15% 85
2026
Q2 		$5.61M Sell
71,678
-127,010
-64% -$10.2M 0.19% 61
2026
Q1 		$17.2M Buy
198,688
+52,378
+36% +$5.02M 0.7% 33
2025
Q4 		$14.1M Buy
146,310
+8,695
+6% +$845K 0.57% 32
2025
Q3 		$13.1M Buy
137,615
+10,152
+8% +$933K 0.57% 31
2025
Q2 		$11.1M Buy
127,463
+6,515
+5% +$553K 0.54% 33
2025
Q1 		$10.9M Buy
120,948
+4,071
+3% +$364K 0.6% 30
2024
Q4 		$9.34M Buy
116,877
+6,381
+6% +$552K 0.52% 33
2024
Q3 		$9.9M Buy
110,496
+5,083
+5% +$428K 0.57% 30
2024
Q2 		$8.3M Buy
105,413
+5,908
+6% +$484K 0.52% 35
2024
Q1 		$8.67M Buy
99,505
+9,452
+10% +$807K 0.58% 34
2023
Q4 		$7.42M Buy
90,053
+10,177
+13% +$776K 0.55% 35
2023
Q3 		$6.26M Buy
79,876
+14,464
+22% +$1.21M 0.53% 34
2023
Q2 		$5.76M Buy
65,412
+3,259
+5% +$281K 0.49% 35
2023
Q1 		$5.01M Buy
62,153
+1,748
+3% +$142K 0.46% 36
2022
Q4 		$4.69M Buy
60,405
+3,944
+7% +$320K 0.46% 47
2022
Q3 		$4.56M Buy
+56,461
New +$5.07M 0.5% 37

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

JB Capital's MDT Position: Q3 2026 in Review

JB Capital reduced its Medtronic (MDT) stake by 31% in Q3 2026, selling an estimated $1.94M and leaving 49,663 shares worth $4.29M. The position accounts for 0.15% of the portfolio, ranked #85.

JB Capital first reported a position in MDT in Q3 2022 and has held it in 17 quarters since. The position peaked at $17.2M in Q1 2026. 644 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • JB Capital held 49,663 shares of Medtronic worth $4.29M as of Q3 2026.
  • JB Capital sold 22,015 Medtronic shares in Q3 2026, an estimated $1.94M.
  • Medtronic made up 0.15% of JB Capital's portfolio in Q3 2026, its #85 holding.
  • JB Capital first reported a position in Medtronic in Q3 2022 and has held it in 17 quarters since.
  • JB Capital's Medtronic position peaked at $17.2M in Q1 2026.
  • 644 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.