Clark Wealth Partners
MDT icon

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
Q3 		$639K Sell
7,349
-1,184
-14% -$104K 0.33% 44
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Clark Wealth Partners's MDT Position: Q3 2026 in Review

Clark Wealth Partners reduced its Medtronic (MDT) stake by 14% in Q3 2026, selling an estimated $104K and leaving 7,349 shares worth $639K. The position accounts for 0.33% of the portfolio, ranked #44.

Clark Wealth Partners first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $810K in Q4 2025. 1,900 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Clark Wealth Partners held 7,349 shares of Medtronic worth $639K as of Q3 2026.
  • Clark Wealth Partners sold 1,184 Medtronic shares in Q3 2026, an estimated $104K.
  • Medtronic made up 0.33% of Clark Wealth Partners's portfolio in Q3 2026, its #44 holding.
  • Clark Wealth Partners first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's Medtronic position peaked at $810K in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.