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Claris Advisors’s Medtronic MDT Stock Holding History

Claris 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
2025
Q2 		– Sell
-2,619
Closed -$235K – 80
2025
Q1 		$235K Buy
+2,619
New +$234K 0.09% 69
2024
Q4 		– Sell
-215
Closed -$19.4K – 709
2024
Q3 		$19.4K Buy
+215
New +$18.1K 0.01% 188
2022
Q3 		– Sell
-2,475
Closed -$222K – 43
2022
Q2 		$222K Hold
2,475
– – 0.24% 40
2022
Q1 		$275K Hold
2,475
– – 0.29% 36
2021
Q4 		$256K Buy
+2,475
New +$287K 0.27% 38

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Claris Advisors's MDT Position: Q2 2025 in Review

Claris Advisors sold out of Medtronic (MDT) in Q2 2025, closing a stake of 2,619 shares — an estimated $235K sold.

Claris Advisors first reported a position in MDT in Q4 2021 and held it in 5 quarters. The position peaked at $275K in Q1 2022. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Claris Advisors reported no remaining Medtronic position as of Q2 2025 after selling out during the quarter.
  • Claris Advisors sold 2,619 Medtronic shares in Q2 2025, an estimated $235K.
  • Claris Advisors first reported a position in Medtronic in Q4 2021 and held it in 5 quarters.
  • Claris Advisors's Medtronic position peaked at $275K in Q1 2022.
  • 2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Claris Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.