U.S. Capital Wealth Advisors’s Medtronic MDT Stock Holding History

U.S. Capital Wealth 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 Q1	$941K	Sell	10,861 -153	-1%	-$14.7K	0.02%	532
2025 Q4	$1.06M	Sell	11,014 -11	-0.1%	-$1.07K	0.03%	472
2025 Q3	$1.05M	Buy	11,025 +511	+5%	+$47K	0.03%	459
2025 Q2	$916K	Sell	10,514 -155	-1%	-$13.1K	0.03%	442
2025 Q1	$959K	Buy	10,669 +421	+4%	+$37.7K	0.03%	432
2024 Q4	$819K	Sell	10,248 -64,411	-86%	-$5.58M	0.03%	460
2024 Q3	$6.72M	Sell	74,659 -2,322	-3%	-$195K	0.24%	98
2024 Q2	$6.06M	Sell	76,981 -4,349	-5%	-$357K	0.23%	104
2024 Q1	$7.09M	Sell	81,330 -11,395	-12%	-$972K	0.27%	87
2023 Q4	$7.64M	Buy	92,725 +28,229	+44%	+$2.15M	0.3%	76
2023 Q3	$5.05M	Buy	64,496 +9,694	+18%	+$812K	0.23%	103
2023 Q2	$4.83M	Buy	54,802 +8,924	+19%	+$768K	0.23%	103
2023 Q1	$3.7M	Buy	45,878 +11,698	+34%	+$953K	0.17%	122
2022 Q4	$2.66M	Buy	34,180 +4,903	+17%	+$397K	0.12%	163
2022 Q3	$2.36M	Buy	29,277 +2,223	+8%	+$200K	0.12%	161
2022 Q2	$2.43M	Buy	27,054 +11,947	+79%	+$1.21M	0.11%	186
2022 Q1	$1.68M	Buy	15,107 +1,157	+8%	+$122K	0.06%	303
2021 Q4	$1.44M	Sell	13,950 -2,046	-13%	-$237K	0.06%	329
2021 Q3	$2M	Buy	+15,996	New	+$2.07M	0.09%	247

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's MDT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Medtronic (MDT) stake by 1.4% in Q1 2026, selling an estimated $14.7K and leaving 10,861 shares worth $941K. The position accounts for 0.02% of the portfolio, ranked #532.

U.S. Capital Wealth Advisors first reported a position in MDT in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.64M in Q4 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

U.S. Capital Wealth Advisors held 10,861 shares of Medtronic worth $941K as of Q1 2026.
U.S. Capital Wealth Advisors sold 153 Medtronic shares in Q1 2026, an estimated $14.7K.
Medtronic made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #532 holding.
U.S. Capital Wealth Advisors first reported a position in Medtronic in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Medtronic position peaked at $7.64M in Q4 2023.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.