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Clarius Group LLC’s Medtronic MDT Stock Holding History

Clarius Group LLC’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
Q4 		$289K Sell
3,011
-2,928
-49% -$284K 0.02% 299
2025
Q3 		$566K Sell
5,939
-903
-13% -$83K 0.03% 192
2025
Q2 		$596K Buy
6,842
+2,714
+66% +$230K 0.03% 217
2025
Q1 		$371K Buy
4,128
+285
+7% +$25.5K 0.02% 298
2024
Q4 		$307K Sell
3,843
-5
-0.1% -$433 0.02% 313
2024
Q3 		$344K Sell
3,848
-289
-7% -$24.3K 0.02% 289
2024
Q2 		$326K Buy
4,137
+29
+0.7% +$2.38K 0.02% 300
2024
Q1 		$358K Sell
4,108
-1,164
-22% -$99.3K 0.02% 297
2023
Q4 		$434K Sell
5,272
-2,355
-31% -$179K 0.04% 264
2023
Q3 		$598K Sell
7,627
-2,289
-23% -$192K 0.06% 188
2023
Q2 		$874K Buy
9,916
+764
+8% +$65.8K 0.07% 154
2023
Q1 		$738K Buy
9,152
+4,053
+79% +$330K 0.06% 176
2022
Q4 		$396K Sell
5,099
-5,326
-51% -$432K 0.04% 304
2022
Q3 		$842K Sell
10,425
-1,778
-15% -$160K 0.08% 139
2022
Q2 		$1.09M Sell
12,203
-1,145
-9% -$116K 0.11% 117
2022
Q1 		$1.38M Hold
13,348
– – 0.11% 102
2021
Q4 		$1.38M Sell
13,348
-523
-4% -$60.6K 0.11% 102
2021
Q3 		$1.74M Buy
13,871
+575
+4% +$74.4K 0.16% 78
2021
Q2 		$1.65M Buy
13,296
+5
+0% +$628 0.15% 84
2021
Q1 		$1.57M Buy
13,291
+2,187
+20% +$256K 0.15% 79
2020
Q4 		$1.3M Buy
11,104
+1,131
+11% +$125K 0.14% 81
2020
Q3 		$1.04M Buy
9,973
+1,567
+19% +$157K 0.13% 82
2020
Q2 		$771K Sell
8,406
-479
-5% -$45.9K 0.11% 100
2020
Q1 		$801K Buy
8,885
+869
+11% +$92.5K 0.15% 80
2019
Q4 		$941K Sell
8,016
-581
-7% -$63.8K 0.15% 81
2019
Q3 		$934K Buy
8,597
+1,796
+26% +$187K 0.17% 76
2019
Q2 		$662K Sell
6,801
-1,086
-14% -$99.2K 0.13% 90
2019
Q1 		$718K Buy
7,887
+4,437
+129% +$397K 0.17% 76
2018
Q4 		$314K Buy
3,450
+882
+34% +$82.4K 0.11% 87
2018
Q3 		$253K Sell
2,568
-354
-12% -$32.7K 0.09% 101
2018
Q2 		$250K Buy
+2,922
New +$244K 0.1% 70

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarius Group LLC's MDT Position: Q4 2025 in Review

Clarius Group LLC reduced its Medtronic (MDT) stake by 49% in Q4 2025, selling an estimated $284K and leaving 3,011 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #299.

Clarius Group LLC first reported a position in MDT in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.74M in Q3 2021. 2,304 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Clarius Group LLC held 3,011 shares of Medtronic worth $289K as of Q4 2025.
  • Clarius Group LLC sold 2,928 Medtronic shares in Q4 2025, an estimated $284K.
  • Medtronic made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #299 holding.
  • Clarius Group LLC first reported a position in Medtronic in Q2 2018 and has held it in 31 quarters since.
  • Clarius Group LLC's Medtronic position peaked at $1.74M in Q3 2021.
  • 2,304 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.