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Clear Trail Advisors’s Medtronic MDT Stock Holding History

Clear Trail 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
Q2 		$3.84M Sell
49,121
-15,585
-24% -$1.26M 0.59% 48
2026
Q1 		$5.61M Buy
64,706
+20,094
+45% +$1.92M 0.93% 32
2025
Q4 		$4.29M Buy
+44,612
New +$4.33M 0.99% 29

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clear Trail Advisors's MDT Position: Q2 2026 in Review

Clear Trail Advisors reduced its Medtronic (MDT) stake by 24% in Q2 2026, selling an estimated $1.26M and leaving 49,121 shares worth $3.84M. The position accounts for 0.59% of the portfolio, ranked #48.

Clear Trail Advisors first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.61M in Q1 2026. 2,124 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Clear Trail Advisors held 49,121 shares of Medtronic worth $3.84M as of Q2 2026.
  • Clear Trail Advisors sold 15,585 Medtronic shares in Q2 2026, an estimated $1.26M.
  • Medtronic made up 0.59% of Clear Trail Advisors's portfolio in Q2 2026, its #48 holding.
  • Clear Trail Advisors first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Medtronic position peaked at $5.61M in Q1 2026.
  • 2,124 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.