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Stokes Capital Advisors’s Medtronic MDT Stock Holding History

Stokes 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 		$289K Sell
3,700
-1,346
-27% -$109K 0.06% 100
2026
Q1 		$437K Buy
+5,046
New +$483K 0.1% 72
2024
Q2 		– Sell
-40,208
Closed -$3.5M – 77
2024
Q1 		$3.5M Sell
40,208
-583
-1% -$49.8K 1.02% 44
2023
Q4 		$3.36M Sell
40,791
-2,746
-6% -$209K 1.06% 44
2023
Q3 		$3.41M Buy
43,537
+1,149
+3% +$96.2K 1.19% 42
2023
Q2 		$3.73M Buy
42,388
+564
+1% +$48.6K 1.26% 39
2023
Q1 		$3.37M Buy
41,824
+3,349
+9% +$273K 1.15% 44
2022
Q4 		$2.99M Sell
38,475
-8,210
-18% -$665K 1.03% 47
2022
Q3 		$3.77M Sell
46,685
-6,553
-12% -$589K 1.4% 38
2022
Q2 		$4.78M Sell
53,238
-1,639
-3% -$166K 1.67% 30
2022
Q1 		$6.09M Buy
54,877
+6,996
+15% +$739K 1.77% 26
2021
Q4 		$4.95M Buy
47,881
+681
+1% +$78.9K 1.47% 37
2021
Q3 		$5.92M Buy
47,200
+940
+2% +$122K 1.91% 21
2021
Q2 		$5.74M Buy
46,260
+8,146
+21% +$1.02M 1.88% 22
2021
Q1 		$4.5M Buy
38,114
+1,375
+4% +$161K 1.85% 24
2020
Q4 		$4.3M Buy
36,739
+745
+2% +$82K 1.87% 23
2020
Q3 		$3.74M Buy
35,994
+552
+2% +$55.4K 1.8% 25
2020
Q2 		$3.25M Buy
35,442
+1,810
+5% +$174K 1.72% 27
2020
Q1 		$3.03M Buy
33,632
+5,507
+20% +$586K 1.82% 19
2019
Q4 		$3.19M Buy
28,125
+136
+0.5% +$14.9K 1.61% 30
2019
Q3 		$3.04M Buy
27,989
+1,075
+4% +$112K 1.64% 28
2019
Q2 		$2.62M Buy
26,914
+1,008
+4% +$92K 1.49% 35
2019
Q1 		$2.36M Buy
25,906
+2,400
+10% +$215K 1.42% 33
2018
Q4 		$2.14M Buy
23,506
+1,635
+7% +$153K 1.48% 31
2018
Q3 		$2.15M Buy
21,871
+920
+4% +$85.1K 1.32% 37
2018
Q2 		$1.79M Buy
20,951
+1,590
+8% +$133K 1.17% 42
2018
Q1 		$1.55M Buy
19,361
+3,915
+25% +$323K 1.02% 49
2017
Q4 		$1.25M Buy
+15,446
New +$1.24M 0.84% 52

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

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

Stokes Capital Advisors reduced its Medtronic (MDT) stake by 27% in Q2 2026, selling an estimated $109K and leaving 3,700 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #100.

Stokes Capital Advisors first reported a position in MDT in Q4 2017 and has held it in 28 quarters since. The position peaked at $6.09M in Q1 2022. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Stokes Capital Advisors held 3,700 shares of Medtronic worth $289K as of Q2 2026.
  • Stokes Capital Advisors sold 1,346 Medtronic shares in Q2 2026, an estimated $109K.
  • Medtronic made up 0.06% of Stokes Capital Advisors's portfolio in Q2 2026, its #100 holding.
  • Stokes Capital Advisors first reported a position in Medtronic in Q4 2017 and has held it in 28 quarters since.
  • Stokes Capital Advisors's Medtronic position peaked at $6.09M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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