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Orion Capital Management’s Medtronic MDT Stock Holding History

Orion Capital Management’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 		$48.4K Hold
619
– – 0.02% 291
2026
Q1 		$53.6K Hold
619
– – 0.02% 256
2025
Q4 		$59.5K Buy
+619
New +$60.1K 0.02% 259
2024
Q3 		– Sell
-180
Closed -$14.2K – 312
2024
Q2 		$14.2K Sell
180
-2,000
-92% -$164K 0.01% 339
2024
Q1 		$190K Sell
2,180
-760
-26% -$64.9K 0.1% 128
2023
Q4 		$242K Sell
2,940
-1,805
-38% -$138K 0.14% 107
2023
Q3 		$372K Sell
4,745
-1,695
-26% -$142K 0.24% 81
2023
Q2 		$567K Sell
6,440
-400
-6% -$34.4K 0.37% 57
2023
Q1 		$551K Sell
6,840
-200
-3% -$16.3K 0.37% 54
2022
Q4 		$547K Hold
7,040
– – 0.4% 51
2022
Q3 		$568K Sell
7,040
-1,200
-15% -$108K 0.46% 48
2022
Q2 		$740K Sell
8,240
-1,000
-11% -$101K 0.57% 39
2022
Q1 		$1.02M Buy
9,240
+60
+0.7% +$6.34K 0.62% 39
2021
Q4 		$950K Buy
9,180
+230
+3% +$26.6K 0.54% 47
2021
Q3 		$1.12M Hold
8,950
– – 0.68% 39
2021
Q2 		$1.11M Buy
8,950
+120
+1% +$15.1K 0.69% 40
2021
Q1 		$1.04M Buy
8,830
+50
+0.6% +$5.86K 0.73% 37
2020
Q4 		$1.03M Buy
+8,780
New +$967K 0.76% 38

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

Orion Capital Management's MDT Position: Q2 2026 in Review

Orion Capital Management held its Medtronic (MDT) position steady in Q2 2026 at 619 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #291.

Orion Capital Management first reported a position in MDT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.12M in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Orion Capital Management held 619 shares of Medtronic worth $48.4K as of Q2 2026.
  • Orion Capital Management left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.02% of Orion Capital Management's portfolio in Q2 2026, its #291 holding.
  • Orion Capital Management first reported a position in Medtronic in Q4 2020 and has held it in 18 quarters since.
  • Orion Capital Management's Medtronic position peaked at $1.12M in Q3 2021.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.