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Oakworth Capital’s Medtronic MDT Stock Holding History

Oakworth 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
Q2 		$53.9K Sell
683
-526
-44% -$42.4K ﹤0.01% 458
2026
Q1 		$105K Sell
1,209
-146
-11% -$14K 0.01% 354
2025
Q4 		$130K Buy
1,355
+153
+13% +$14.9K 0.01% 305
2025
Q3 		$114K Buy
1,202
+300
+33% +$27.6K 0.01% 325
2025
Q2 		$78.6K Sell
902
-241
-21% -$20.4K 0.01% 317
2025
Q1 		$103K Hold
1,143
– – 0.01% 292
2024
Q4 		$91.3K Hold
1,143
– – 0.01% 296
2024
Q3 		$103K Sell
1,143
-52
-4% -$4.37K 0.01% 276
2024
Q2 		$94.1K Sell
1,195
-729
-38% -$59.8K 0.01% 275
2024
Q1 		$168K Buy
1,924
+468
+32% +$39.9K 0.01% 210
2023
Q4 		$120K Buy
1,456
+101
+7% +$7.7K 0.01% 229
2023
Q3 		$106K Sell
1,355
-487
-26% -$40.8K 0.01% 225
2023
Q2 		$162K Buy
1,842
+96
+5% +$8.27K 0.01% 193
2023
Q1 		$141K Sell
1,746
-1,855
-52% -$151K 0.01% 202
2022
Q4 		$280K Buy
3,601
+69
+2% +$5.59K 0.03% 131
2022
Q3 		$286K Sell
3,532
-100
-3% -$8.99K 0.03% 134
2022
Q2 		$326K Sell
3,632
-1,626
-31% -$165K 0.03% 131
2022
Q1 		$584K Sell
5,258
-269
-5% -$28.4K 0.05% 100
2021
Q4 		$572K Sell
5,527
-388
-7% -$44.9K 0.05% 99
2021
Q3 		$741K Buy
5,915
+700
+13% +$90.6K 0.07% 81
2021
Q2 		$647K Buy
5,215
+102
+2% +$12.8K 0.06% 92
2021
Q1 		$604K Buy
5,113
+14
+0.3% +$1.64K 0.07% 89
2020
Q4 		$597K Sell
5,099
-95
-2% -$10.5K 0.08% 85
2020
Q3 		$540K Buy
5,194
+57
+1% +$5.72K 0.09% 80
2020
Q2 		$471K Buy
5,137
+1,990
+63% +$191K 0.08% 86
2020
Q1 		$284K Buy
3,147
+1,285
+69% +$137K 0.07% 107
2019
Q4 		$217K Buy
1,862
+1,184
+175% +$130K 0.04% 153
2019
Q3 		$74K Sell
678
-2,314
-77% -$241K 0.01% 249
2019
Q2 		$291K Buy
2,992
+205
+7% +$18.7K 0.06% 129
2019
Q1 		$254K Hold
2,787
– – 0.05% 142
2018
Q4 		$253K Hold
2,787
– – 0.06% 134
2018
Q3 		$274K Hold
2,787
– – 0.05% 142
2018
Q2 		$238K Hold
2,787
– – 0.05% 145
2018
Q1 		$224K Sell
2,787
-15
-0.5% -$1.24K 0.05% 144
2017
Q4 		$230K Sell
2,802
-100
-3% -$8.01K 0.05% 143
2017
Q3 		$234K Hold
2,902
– – 0.06% 142
2017
Q2 		$258K Sell
2,902
-485
-14% -$40.9K 0.07% 129
2017
Q1 		$273K Sell
3,387
-128
-4% -$10K 0.08% 120
2016
Q4 		$257K Buy
3,515
+105
+3% +$8.25K 0.08% 127
2016
Q3 		$295K Sell
3,410
-70
-2% -$6.1K 0.1% 104
2016
Q2 		$280K Buy
3,480
+2,092
+151% +$169K 0.1% 107
2016
Q1 		$104K Buy
1,388
+700
+102% +$52.7K 0.04% 164
2015
Q4 		$53K Buy
688
+545
+381% +$41K 0.02% 186
2015
Q3 		$10K Hold
143
– – 0.01% 296
2015
Q2 		$11K Hold
143
– – 0.01% 294
2015
Q1 		$11K Buy
+143
New +$10.8K 0.01% 309

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Oakworth Capital's MDT Position: Q2 2026 in Review

Oakworth Capital reduced its Medtronic (MDT) stake by 44% in Q2 2026, selling an estimated $42.4K and leaving 683 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Oakworth Capital first reported a position in MDT in Q1 2015 and has held it in 46 quarters since. The position peaked at $741K in Q3 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Oakworth Capital held 683 shares of Medtronic worth $53.9K as of Q2 2026.
  • Oakworth Capital sold 526 Medtronic shares in Q2 2026, an estimated $42.4K.
  • Medtronic made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #458 holding.
  • Oakworth Capital first reported a position in Medtronic in Q1 2015 and has held it in 46 quarters since.
  • Oakworth Capital's Medtronic position peaked at $741K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.