Clare Market Investments’s Medtronic MDT Stock Holding History

Clare Market Investments’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	$960K	Sell	12,277 -1,550	-11%	-$125K	0.18%	78
2026 Q1	$1.2M	Buy	+13,827	New	+$1.32M	0.25%	60
2025 Q3	$1.37M	Buy	14,358 +1,759	+14%	+$162K	0.27%	52
2025 Q2	$1.1M	Buy	+12,599	New	+$1.07M	0.24%	60
2024 Q4	–	Sell	-2,561	Closed	-$231K	–	158
2024 Q3	$231K	Buy	+2,561	New	+$215K	0.06%	138
2022 Q2	–	Sell	-4,712	Closed	-$523K	–	155
2022 Q1	$523K	Sell	4,712 -567	-11%	-$59.9K	0.17%	75
2021 Q4	$546K	Buy	5,279 +133	+3%	+$15.4K	0.15%	77
2021 Q3	$645K	Buy	5,146 +607	+13%	+$78.6K	0.19%	62
2021 Q2	$563K	Sell	4,539 -166	-4%	-$20.8K	0.18%	67
2021 Q1	$556K	Buy	4,705 +1,233	+36%	+$145K	0.21%	57
2020 Q4	$407K	Buy	3,472 +1,404	+68%	+$155K	0.17%	71
2020 Q3	$215K	Buy	+2,068	New	+$208K	0.11%	103
2020 Q1	–	Sell	-2,131	Closed	-$242K	–	89
2019 Q4	$242K	Sell	2,131 -495	-19%	-$54.3K	0.17%	76
2019 Q3	$285K	Buy	2,626 +6	+0.2%	+$626	0.27%	60
2019 Q2	$255K	Buy	2,620 +10	+0.4%	+$913	0.2%	83
2019 Q1	$238K	Buy	2,610 +307	+13%	+$27.5K	0.21%	79
2018 Q4	$209K	Buy	+2,303	New	+$215K	0.27%	63

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

Clare Market Investments's MDT Position: Q2 2026 in Review

Clare Market Investments reduced its Medtronic (MDT) stake by 11% in Q2 2026, selling an estimated $125K and leaving 12,277 shares worth $960K. The position accounts for 0.18% of the portfolio, ranked #78.

Clare Market Investments first reported a position in MDT in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.37M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Clare Market Investments held 12,277 shares of Medtronic worth $960K as of Q2 2026.
Clare Market Investments sold 1,550 Medtronic shares in Q2 2026, an estimated $125K.
Medtronic made up 0.18% of Clare Market Investments's portfolio in Q2 2026, its #78 holding.
Clare Market Investments first reported a position in Medtronic in Q4 2018 and has held it in 17 quarters since.
Clare Market Investments's Medtronic position peaked at $1.37M in Q3 2025.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.