Clark & Stuart Inc
MDT icon

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
Q3 		$785K Buy
9,027
+1,000
+12% +$88.1K 0.48% 33
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Clark & Stuart Inc's MDT Position: Q3 2026 in Review

Clark & Stuart Inc increased its Medtronic (MDT) stake by 12% in Q3 2026, buying an estimated $88.1K and bringing the position to 9,027 shares worth $785K. The position accounts for 0.48% of the portfolio, ranked #33.

Clark & Stuart Inc first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Clark & Stuart Inc held 9,027 shares of Medtronic worth $785K as of Q3 2026.
  • Clark & Stuart Inc bought 1,000 Medtronic shares in Q3 2026, an estimated $88.1K.
  • Medtronic made up 0.48% of Clark & Stuart Inc's portfolio in Q3 2026, its #33 holding.
  • Clark & Stuart Inc first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • 529 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.