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Clear Wave Wealth Management’s Medtronic MDT Stock Holding History

Clear Wave Wealth 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 		$277K Sell
3,544
-81
-2% -$6.53K 0.05% 145
2026
Q1 		$314K Buy
+3,625
New +$347K 0.07% 115

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 Wave Wealth Management's MDT Position: Q2 2026 in Review

Clear Wave Wealth Management reduced its Medtronic (MDT) stake by 2.2% in Q2 2026, selling an estimated $6.53K and leaving 3,544 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #145.

Clear Wave Wealth Management first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Clear Wave Wealth Management held 3,544 shares of Medtronic worth $277K as of Q2 2026.
  • Clear Wave Wealth Management sold 81 Medtronic shares in Q2 2026, an estimated $6.53K.
  • Medtronic made up 0.05% of Clear Wave Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Clear Wave Wealth Management first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • Clear Wave Wealth Management's Medtronic position peaked at $314K in Q1 2026.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.