Clear Investment Research’s Medtronic MDT Stock Holding History

Clear Investment Research’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
2025 Q4	–	Sell	-600	Closed	-$57.1K	–	157
2025 Q3	$57.1K	Hold	600	–	–	0.08%	114
2025 Q2	$52.3K	Hold	600	–	–	0.07%	110
2025 Q1	$53.9K	Hold	600	–	–	0.07%	104
2024 Q4	$47.9K	Hold	600	–	–	0.06%	107
2024 Q3	$54K	Hold	600	–	–	0.07%	101
2024 Q2	$47.2K	Hold	600	–	–	0.06%	101
2024 Q1	$52.3K	Hold	600	–	–	0.07%	99
2023 Q4	$47K	Hold	600	–	–	0.07%	109
2023 Q3	$47K	Hold	600	–	–	0.08%	92
2023 Q2	$52.9K	Hold	600	–	–	0.09%	86
2023 Q1	$48.4K	Hold	600	–	–	0.08%	83
2022 Q4	$47K	Hold	600	–	–	0.09%	80
2022 Q3	$48K	Buy	+600	New	+$53.9K	0.1%	77
2022 Q2	–	Sell	-600	Closed	-$67K	–	140
2022 Q1	$67K	Hold	600	–	–	0.13%	73
2021 Q4	$62K	Hold	600	–	–	0.1%	75
2021 Q3	$75K	Hold	600	–	–	0.12%	71
2021 Q2	$74K	Buy	+600	New	+$75.3K	0.12%	72
2019 Q4	–	Sell	-18	Closed	-$2K	–	263
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	117
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	116
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	111
2018 Q4	$2K	Hold	18	–	–	﹤0.01%	102
2018 Q3	$2K	Buy	+18	New	+$1.66K	﹤0.01%	115

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clear Investment Research's MDT Position: Q4 2025 in Review

Clear Investment Research sold out of Medtronic (MDT) in Q4 2025, closing a stake of 600 shares — an estimated $57.1K sold.

Clear Investment Research first reported a position in MDT in Q3 2018 and held it in 22 quarters. The position peaked at $75K in Q3 2021. 2,312 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Clear Investment Research reported no remaining Medtronic position as of Q4 2025 after selling out during the quarter.
Clear Investment Research sold 600 Medtronic shares in Q4 2025, an estimated $57.1K.
Clear Investment Research first reported a position in Medtronic in Q3 2018 and held it in 22 quarters.
Clear Investment Research's Medtronic position peaked at $75K in Q3 2021.
2,312 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.