Clear Harbor Asset Management’s Medtronic MDT Stock Holding History

Clear Harbor Asset Management’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	$444K	Sell	5,674 -3,515	-38%	-$284K	0.03%	319
2026 Q1	$796K	Sell	9,189 -48	-0.5%	-$4.6K	0.05%	240
2025 Q4	$887K	Sell	9,237 -73	-0.8%	-$7.09K	0.06%	222
2025 Q3	$887K	Sell	9,310 -632	-6%	-$58.1K	0.06%	210
2025 Q2	$867K	Buy	9,942 +384	+4%	+$32.6K	0.07%	204
2025 Q1	$859K	Sell	9,558 -297	-3%	-$26.6K	0.07%	191
2024 Q4	$787K	Buy	9,855 +297	+3%	+$25.7K	0.06%	199
2024 Q3	$861K	Buy	9,558 +111	+1%	+$9.34K	0.07%	176
2024 Q2	$744K	Hold	9,447	–	–	0.06%	181
2024 Q1	$823K	Sell	9,447 -72	-0.8%	-$6.14K	0.07%	172
2023 Q4	$784K	Buy	9,519 +72	+0.8%	+$5.49K	0.07%	180
2023 Q3	$740K	Sell	9,447 -984	-9%	-$82.4K	0.08%	169
2023 Q2	$919K	Buy	10,431 +3,812	+58%	+$328K	0.09%	155
2023 Q1	$534K	Buy	+6,619	New	+$539K	0.06%	220
2015 Q3	–	Sell	-7,592	Closed	-$563K	–	301
2015 Q2	$563K	Buy	+7,592	New	+$580K	0.11%	150
2015 Q1	–	Sell	-3,600	Closed	-$260K	–	319
2014 Q4	$260K	Buy	+3,600	New	+$250K	0.05%	231

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clear Harbor Asset Management's MDT Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Medtronic (MDT) stake by 38% in Q2 2026, selling an estimated $284K and leaving 5,674 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #319.

Clear Harbor Asset Management first reported a position in MDT in Q4 2014 and has held it in 16 quarters since. The position peaked at $919K in Q2 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Clear Harbor Asset Management held 5,674 shares of Medtronic worth $444K as of Q2 2026.
Clear Harbor Asset Management sold 3,515 Medtronic shares in Q2 2026, an estimated $284K.
Medtronic made up 0.03% of Clear Harbor Asset Management's portfolio in Q2 2026, its #319 holding.
Clear Harbor Asset Management first reported a position in Medtronic in Q4 2014 and has held it in 16 quarters since.
Clear Harbor Asset Management's Medtronic position peaked at $919K in Q2 2023.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.