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Clayton Financial Group’s Medtronic MDT Stock Holding History

Clayton Financial Group’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 		– Sell
-42
Closed -$3.64K – 373
2026
Q1 		$3.64K Hold
42
– – ﹤0.01% 369
2025
Q4 		$4.04K Buy
+42
New +$4.08K ﹤0.01% 345
2025
Q2 		– Sell
-2,465
Closed -$222K – 75
2025
Q1 		$222K Buy
+2,465
New +$221K 0.08% 110

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Clayton Financial Group's MDT Position: Q2 2026 in Review

Clayton Financial Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 42 shares — an estimated $3.64K sold.

Clayton Financial Group first reported a position in MDT in Q1 2025 and held it in 3 quarters. The position peaked at $222K in Q1 2025. 734 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Clayton Financial Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 42 Medtronic shares in Q2 2026, an estimated $3.64K.
  • Clayton Financial Group first reported a position in Medtronic in Q1 2025 and held it in 3 quarters.
  • Clayton Financial Group's Medtronic position peaked at $222K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.