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Waterloo Capital’s Medtronic MDT Stock Holding History

Waterloo 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 		$221K Buy
2,820
+336
+14% +$27.1K 0.01% 529
2026
Q1 		$215K Sell
2,484
-1,295
-34% -$124K 0.02% 458
2025
Q4 		$363K Buy
3,779
+143
+4% +$13.9K 0.03% 342
2025
Q3 		$346K Buy
3,636
+1,123
+45% +$103K 0.03% 341
2025
Q2 		$219K Buy
+2,513
New +$213K 0.02% 428
2024
Q3 		– Sell
-6,010
Closed -$473K – 376
2024
Q2 		$473K Sell
6,010
-154
-2% -$12.6K 0.06% 229
2024
Q1 		$537K Sell
6,164
-463
-7% -$39.5K 0.07% 216
2023
Q4 		$546K Buy
+6,627
New +$505K 0.09% 197

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 $3.38T AUM 44.17% 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

Waterloo Capital's MDT Position: Q2 2026 in Review

Waterloo Capital increased its Medtronic (MDT) stake by 14% in Q2 2026, buying an estimated $27.1K and bringing the position to 2,820 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #529.

Waterloo Capital first reported a position in MDT in Q4 2023 and has held it in 8 quarters since. The position peaked at $546K in Q4 2023. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Waterloo Capital held 2,820 shares of Medtronic worth $221K as of Q2 2026.
  • Waterloo Capital bought 336 Medtronic shares in Q2 2026, an estimated $27.1K.
  • Medtronic made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #529 holding.
  • Waterloo Capital first reported a position in Medtronic in Q4 2023 and has held it in 8 quarters since.
  • Waterloo Capital's Medtronic position peaked at $546K in Q4 2023.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.