Clearstead Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.54M | Buy |
45,296
+14,028
| +45% | +$1.13M | 0.03% | 292 |
|
|
2026
Q1 | $2.71M | Sell |
31,268
-20,733
| -40% | -$1.99M | 0.02% | 314 |
|
|
2025
Q4 | $5M | Buy |
52,001
+7,884
| +18% | +$766K | 0.06% | 202 |
|
|
2025
Q3 | $4.2M | Buy |
44,117
+5,458
| +14% | +$502K | 0.06% | 213 |
|
|
2025
Q2 | $3.37M | Buy |
38,659
+18,705
| +94% | +$1.59M | 0.05% | 245 |
|
|
2025
Q1 | $1.79M | Sell |
19,954
-403
| -2% | -$36.1K | 0.03% | 322 |
|
|
2024
Q4 | $1.63M | Sell |
20,357
-18,361
| -47% | -$1.59M | 0.02% | 326 |
|
|
2024
Q3 | $3.49M | Buy |
38,718
+17,443
| +82% | +$1.47M | 0.05% | 227 |
|
|
2024
Q2 | $1.67M | Buy |
21,275
+9,314
| +78% | +$764K | 0.03% | 301 |
|
|
2024
Q1 | $999K | Sell |
11,961
-5,579
| -32% | -$476K | 0.05% | 227 |
|
|
2023
Q4 | $1.44M | Sell |
17,540
-1,415
| -7% | -$108K | 0.08% | 176 |
|
|
2023
Q3 | $1.49M | Sell |
18,955
-220
| -1% | -$18.4K | 0.09% | 161 |
|
|
2023
Q2 | $1.69M | Buy |
19,175
+1,289
| +7% | +$111K | 0.1% | 151 |
|
|
2023
Q1 | $1.44M | Sell |
17,886
-1,113
| -6% | -$90.7K | 0.11% | 151 |
|
|
2022
Q4 | $1.48M | Sell |
18,999
-1,639
| -8% | -$133K | 0.12% | 142 |
|
|
2022
Q3 | $1.67M | Buy |
20,638
+8
| +0% | +$719 | 0.15% | 125 |
|
|
2022
Q2 | $1.85M | Sell |
20,630
-1,026
| -5% | -$104K | 0.14% | 126 |
|
|
2022
Q1 | $2.4M | Buy |
21,656
+6,913
| +47% | +$730K | 0.16% | 108 |
|
|
2021
Q4 | $1.52M | Buy |
14,743
+668
| +5% | +$77.4K | 0.1% | 149 |
|
|
2021
Q3 | $1.76M | Sell |
14,075
-812
| -5% | -$105K | 0.13% | 123 |
|
|
2021
Q2 | $1.85M | Buy |
14,887
+626
| +4% | +$78.6K | 0.14% | 114 |
|
|
2021
Q1 | $1.69M | Buy |
14,261
+353
| +3% | +$41.4K | 0.14% | 119 |
|
|
2020
Q4 | $1.63M | Buy |
13,908
+1,155
| +9% | +$127K | 0.15% | 115 |
|
|
2020
Q3 | $1.32M | Sell |
12,753
-387
| -3% | -$38.9K | 0.14% | 115 |
|
|
2020
Q2 | $1.21M | Sell |
13,140
-217
| -2% | -$20.8K | 0.14% | 116 |
|
|
2020
Q1 | $1.21M | Sell |
13,357
-320
| -2% | -$34K | 0.18% | 100 |
|
|
2019
Q4 | $1.55M | Buy |
13,677
+379
| +3% | +$41.6K | 0.19% | 100 |
|
|
2019
Q3 | $1.44M | Sell |
13,298
-292
| -2% | -$30.5K | 0.19% | 96 |
|
|
2019
Q2 | $1.32M | Sell |
13,590
-1,180
| -8% | -$108K | 0.18% | 101 |
|
|
2019
Q1 | $1.34M | Sell |
14,770
-372
| -2% | -$33.3K | 0.19% | 92 |
|
|
2018
Q4 | $1.38M | Buy |
15,142
+2,254
| +17% | +$211K | 0.21% | 85 |
|
|
2018
Q3 | $1.27M | Buy |
12,888
+677
| +6% | +$62.6K | 0.17% | 96 |
|
|
2018
Q2 | $1.04M | Sell |
12,211
-767
| -6% | -$64.1K | 0.15% | 99 |
|
|
2018
Q1 | $1.04M | Buy |
12,978
+724
| +6% | +$59.7K | 0.15% | 102 |
|
|
2017
Q4 | $990K | Buy |
12,254
+162
| +1% | +$13K | 0.13% | 105 |
|
|
2017
Q3 | $940K | Buy |
12,092
+86
| +0.7% | +$7.14K | 0.12% | 123 |
|
|
2017
Q2 | $1.07M | Buy |
12,006
+693
| +6% | +$58.4K | 0.16% | 101 |
|
|
2017
Q1 | $911K | Sell |
11,313
-355
| -3% | -$27.7K | 0.13% | 106 |
|
|
2016
Q4 | $831K | Buy |
+11,668
| New | +$917K | 0.13% | 101 |
|
Other funds holding MDT
Clearstead Advisors's MDT Position: Q2 2026 in Review
Clearstead Advisors increased its Medtronic (MDT) stake by 45% in Q2 2026, buying an estimated $1.13M and bringing the position to 45,296 shares worth $3.54M. The position accounts for 0.03% of the portfolio, ranked #292.
Clearstead Advisors first reported a position in MDT in Q4 2016 and has held it in 39 quarters since. The position peaked at $5M in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Clearstead Advisors held 45,296 shares of Medtronic worth $3.54M as of Q2 2026.
- Clearstead Advisors bought 14,028 Medtronic shares in Q2 2026, an estimated $1.13M.
- Medtronic made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #292 holding.
- Clearstead Advisors first reported a position in Medtronic in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's Medtronic position peaked at $5M in Q4 2025.
- 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.