CT
MDT icon

Clearstead Trust’s Medtronic MDT Stock Holding History

Clearstead Trust’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
Q1 		$103K Sell
1,184
-22
-2% -$2.11K 0.02% 240
2025
Q4 		$116K Sell
1,206
-40
-3% -$3.88K 0.02% 233
2025
Q3 		$119K Sell
1,246
-9,593
-89% -$882K 0.02% 226
2025
Q2 		$945K Buy
10,839
+333
+3% +$28.2K 0.18% 73
2025
Q1 		$944K Sell
10,506
-9,350
-47% -$837K 0.21% 68
2024
Q4 		$1.59M Sell
19,856
-116
-0.6% -$10K 0.34% 45
2024
Q3 		$1.8M Buy
19,972
+19,000
+1,955% +$1.6M 0.43% 38
2024
Q2 		$76.5K Sell
972
-784
-45% -$64.3K 0.02% 208
2024
Q1 		$153K Buy
1,756
+539
+44% +$46K 0.04% 154
2023
Q4 		$100K Sell
1,217
-134
-10% -$10.2K 0.03% 197
2023
Q3 		$106K Sell
1,351
-1,000
-43% -$83.7K 0.03% 171
2023
Q2 		$207K Buy
2,351
+841
+56% +$72.4K 0.07% 121
2023
Q1 		$122K Sell
1,510
-1,000
-40% -$81.5K 0.04% 169
2022
Q4 		$195K Buy
2,510
+1,000
+66% +$81K 0.07% 130
2022
Q3 		$122K Buy
+1,510
New +$136K 0.04% 168
2019
Q1 		– Sell
-20,636
Closed -$1.88M – 219
2018
Q4 		$1.88M Buy
+20,636
New +$1.93M 1.74% 18

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Trust's MDT Position: Q1 2026 in Review

Clearstead Trust reduced its Medtronic (MDT) stake by 1.8% in Q1 2026, selling an estimated $2.11K and leaving 1,184 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #240.

Clearstead Trust first reported a position in MDT in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.88M in Q4 2018. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Clearstead Trust held 1,184 shares of Medtronic worth $103K as of Q1 2026.
  • Clearstead Trust sold 22 Medtronic shares in Q1 2026, an estimated $2.11K.
  • Medtronic made up 0.02% of Clearstead Trust's portfolio in Q1 2026, its #240 holding.
  • Clearstead Trust first reported a position in Medtronic in Q4 2018 and has held it in 16 quarters since.
  • Clearstead Trust's Medtronic position peaked at $1.88M in Q4 2018.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.