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Clark & Stuart Inc’s Medtronic MDT Stock Holding History

Clark & Stuart Inc’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 		$634K Buy
8,027
+1,700
+27% +$137K 0.4% 37
2026
Q1 		$553K Buy
6,327
+500
+9% +$47.9K 0.37% 36
2025
Q4 		$564K Sell
5,827
-500
-8% -$48.6K 0.39% 35
2025
Q3 		$607K Hold
6,327
– – 0.43% 34
2025
Q2 		$556K Hold
6,327
– – 0.42% 33
2025
Q1 		$573K Hold
6,327
– – 0.42% 32
2024
Q4 		$509K Buy
+6,327
New +$548K 0.37% 33

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Clark & Stuart Inc's MDT Position: Q2 2026 in Review

Clark & Stuart Inc increased its Medtronic (MDT) stake by 27% in Q2 2026, buying an estimated $137K and bringing the position to 8,027 shares worth $634K. The position accounts for 0.4% of the portfolio, ranked #37.

Clark & Stuart Inc first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Clark & Stuart Inc held 8,027 shares of Medtronic worth $634K as of Q2 2026.
  • Clark & Stuart Inc bought 1,700 Medtronic shares in Q2 2026, an estimated $137K.
  • Medtronic made up 0.4% of Clark & Stuart Inc's portfolio in Q2 2026, its #37 holding.
  • Clark & Stuart Inc first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.