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Claro Advisors’s Medtronic MDT Stock Holding History

Claro Advisors’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
Q1 		$292K Buy
3,367
+1,176
+54% +$113K 0.04% 382
2025
Q4 		$210K Sell
2,191
-113
-5% -$11K 0.03% 398
2025
Q3 		$219K Buy
+2,304
New +$212K 0.03% 370
2025
Q2 		– Sell
-13,376
Closed -$1.2M – 457
2025
Q1 		$1.2M Sell
13,376
-965
-7% -$86.4K 0.16% 120
2024
Q4 		$1.15M Sell
14,341
-3,245
-18% -$281K 0.15% 119
2024
Q3 		$1.58M Buy
17,586
+2,723
+18% +$229K 0.2% 96
2024
Q2 		$1.17M Buy
14,863
+1,236
+9% +$101K 0.18% 110
2024
Q1 		$1.19M Buy
13,627
+3,520
+35% +$300K 0.21% 106
2023
Q4 		$833K Sell
10,107
-2,780
-22% -$212K 0.18% 130
2023
Q3 		$1.01M Buy
12,887
+1,554
+14% +$130K 0.25% 92
2023
Q2 		$998K Buy
11,333
+1,604
+16% +$138K 0.25% 97
2023
Q1 		$784K Buy
9,729
+1,361
+16% +$111K 0.23% 104
2022
Q4 		$650K Buy
8,368
+2,255
+37% +$183K 0.21% 115
2022
Q3 		$549K Hold
6,113
– – 0.22% 118
2022
Q2 		$549K Buy
6,113
+1,682
+38% +$170K 0.22% 118
2022
Q1 		$458K Hold
4,431
– – 0.16% 149
2021
Q4 		$458K Sell
4,431
-576
-12% -$66.7K 0.16% 149
2021
Q3 		$628K Buy
5,007
+734
+17% +$95K 0.26% 106
2021
Q2 		$530K Buy
4,273
+278
+7% +$34.9K 0.24% 120
2021
Q1 		$472K Buy
3,995
+866
+28% +$101K 0.24% 119
2020
Q4 		$367K Buy
3,129
+61
+2% +$6.71K 0.2% 139
2020
Q3 		$319K Buy
3,068
+388
+14% +$39K 0.2% 134
2020
Q2 		$246K Buy
2,680
+177
+7% +$17K 0.17% 151
2020
Q1 		$226K Buy
2,503
+118
+5% +$12.6K 0.21% 138
2019
Q4 		$271K Sell
2,385
-85
-3% -$9.33K 0.21% 127
2019
Q3 		$268K Buy
2,470
+70
+3% +$7.3K 0.24% 126
2019
Q2 		$234K Buy
2,400
+136
+6% +$12.4K 0.22% 135
2019
Q1 		$206K Buy
2,264
+42
+2% +$3.76K 0.2% 140
2018
Q4 		$219K Buy
+2,222
New +$208K 0.18% 122

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's MDT Position: Q1 2026 in Review

Claro Advisors increased its Medtronic (MDT) stake by 54% in Q1 2026, buying an estimated $113K and bringing the position to 3,367 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #382.

Claro Advisors first reported a position in MDT in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.58M in Q3 2024. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Claro Advisors held 3,367 shares of Medtronic worth $292K as of Q1 2026.
  • Claro Advisors bought 1,176 Medtronic shares in Q1 2026, an estimated $113K.
  • Medtronic made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #382 holding.
  • Claro Advisors first reported a position in Medtronic in Q4 2018 and has held it in 29 quarters since.
  • Claro Advisors's Medtronic position peaked at $1.58M in Q3 2024.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.