Stamos Capital Partners’s Medtronic MDT Stock Holding History

Stamos Capital Partners’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	$5.84M	Buy	74,654 +21,222	+40%	+$1.71M	0.9%	39
2026 Q1	$4.63M	Buy	53,432 +5,713	+12%	+$547K	0.72%	46
2025 Q4	$4.58M	Buy	47,719 +5,027	+12%	+$488K	0.74%	41
2025 Q3	$4.07M	Sell	42,692 -18,113	-30%	-$1.67M	0.77%	35
2025 Q2	$5.3M	Buy	60,805 +13,922	+30%	+$1.18M	0.95%	28
2025 Q1	$4.21M	Sell	46,883 -12,477	-21%	-$1.12M	1.1%	23
2024 Q4	$4.74M	Buy	59,360 +2,760	+5%	+$239K	1.11%	22
2024 Q3	$5.1M	Sell	56,600 -4,010	-7%	-$337K	1.2%	23
2024 Q2	$4.77M	Buy	60,610 +320	+0.5%	+$26.2K	1.01%	25
2024 Q1	$5.25M	Sell	60,290 -3,580	-6%	-$306K	1.19%	19
2023 Q4	$5.26M	Buy	63,870 +16,140	+34%	+$1.23M	1.43%	18
2023 Q3	$3.74M	Buy	47,730 +8,530	+22%	+$714K	0.83%	29
2023 Q2	$3.45M	Buy	39,200 +20,450	+109%	+$1.76M	0.81%	31
2023 Q1	$1.51M	Buy	+18,750	New	+$1.53M	0.39%	69
2020 Q4	–	Sell	-2,500	Closed	-$260K	–	65
2020 Q3	$260K	Hold	2,500	–	–	0.1%	63
2020 Q2	$229K	Sell	2,500 -8,768	-78%	-$841K	0.13%	50
2020 Q1	$1.02M	Buy	+11,268	New	+$1.2M	0.54%	57
2019 Q1	–	Sell	-9,000	Closed	-$819K	–	85
2018 Q4	$819K	Buy	+9,000	New	+$841K	0.62%	47

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Stamos Capital Partners's MDT Position: Q2 2026 in Review

Stamos Capital Partners increased its Medtronic (MDT) stake by 40% in Q2 2026, buying an estimated $1.71M and bringing the position to 74,654 shares worth $5.84M. The position accounts for 0.9% of the portfolio, ranked #39.

Stamos Capital Partners first reported a position in MDT in Q4 2018 and has held it in 18 quarters since. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Stamos Capital Partners held 74,654 shares of Medtronic worth $5.84M as of Q2 2026.
Stamos Capital Partners bought 21,222 Medtronic shares in Q2 2026, an estimated $1.71M.
Medtronic made up 0.9% of Stamos Capital Partners's portfolio in Q2 2026, its #39 holding.
Stamos Capital Partners first reported a position in Medtronic in Q4 2018 and has held it in 18 quarters since.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.