St. Clair Advisors’s Medtronic MDT Stock Holding History

St. Clair 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	$1.11M	Buy	14,219 +1,000	+8%	+$80.7K	0.29%	45
2026 Q1	$1.15M	Sell	13,219 -1,443	-10%	-$138K	0.3%	46
2025 Q4	$1.41M	Buy	14,662 +3,500	+31%	+$340K	0.36%	39
2025 Q3	$1.06M	Hold	11,162	–	–	0.28%	45
2025 Q2	$973K	Hold	11,162	–	–	0.25%	46
2025 Q1	$1M	Hold	11,162	–	–	0.28%	44
2024 Q4	$892K	Hold	11,162	–	–	0.26%	48
2024 Q3	$1M	Hold	11,162	–	–	0.29%	47
2024 Q2	$879K	Sell	11,162 -1,173	-10%	-$96.2K	0.28%	46
2024 Q1	$1.07M	Hold	12,335	–	–	0.35%	43
2023 Q4	$1.02M	Hold	12,335	–	–	0.35%	44
2023 Q3	$967K	Hold	12,335	–	–	0.38%	38
2023 Q2	$1.09M	Hold	12,335	–	–	0.42%	37
2023 Q1	$994K	Buy	12,335 +9,446	+327%	+$770K	0.43%	37
2022 Q4	$225K	Buy	+2,889	New	+$234K	0.14%	58

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

St. Clair Advisors's MDT Position: Q2 2026 in Review

St. Clair Advisors increased its Medtronic (MDT) stake by 7.6% in Q2 2026, buying an estimated $80.7K and bringing the position to 14,219 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #45.

St. Clair Advisors first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2025. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

St. Clair Advisors held 14,219 shares of Medtronic worth $1.11M as of Q2 2026.
St. Clair Advisors bought 1,000 Medtronic shares in Q2 2026, an estimated $80.7K.
Medtronic made up 0.29% of St. Clair Advisors's portfolio in Q2 2026, its #45 holding.
St. Clair Advisors first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
St. Clair Advisors's Medtronic position peaked at $1.41M in Q4 2025.
535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.