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Clark Wealth Partners’s Medtronic MDT Stock Holding History

Clark Wealth Partners’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 		$674K Sell
8,533
-195
-2% -$15.7K 0.38% 41
2026
Q1 		$762K Buy
8,728
+291
+3% +$27.9K 0.51% 27
2025
Q4 		$810K Hold
8,437
– – 0.49% 28
2025
Q3 		$810K Buy
8,437
+1,204
+17% +$111K 0.49% 28
2025
Q2 		$631K Sell
7,233
-352
-5% -$29.9K 0.43% 36
2025
Q1 		$682K Buy
7,585
+649
+9% +$58.1K 0.51% 30
2024
Q4 		$554K Buy
+6,936
New +$600K 0.43% 35

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's MDT Position: Q2 2026 in Review

Clark Wealth Partners reduced its Medtronic (MDT) stake by 2.2% in Q2 2026, selling an estimated $15.7K and leaving 8,533 shares worth $674K. The position accounts for 0.38% of the portfolio, ranked #41.

Clark Wealth Partners first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $810K in Q4 2025. 2,044 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Clark Wealth Partners held 8,533 shares of Medtronic worth $674K as of Q2 2026.
  • Clark Wealth Partners sold 195 Medtronic shares in Q2 2026, an estimated $15.7K.
  • Medtronic made up 0.38% of Clark Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Clark Wealth Partners first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Medtronic position peaked at $810K in Q4 2025.
  • 2,044 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.