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 Q3	$1.23M	Buy	14,269 +50	+0.4%	+$4.41K	0.31%	41
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

St. Clair Advisors's MDT Position: Q3 2026 in Review

St. Clair Advisors increased its Medtronic (MDT) stake by 0.35% in Q3 2026, buying an estimated $4.41K and bringing the position to 14,269 shares worth $1.23M. The position accounts for 0.31% of the portfolio, ranked #41.

St. Clair Advisors first reported a position in MDT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q4 2025. 530 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

St. Clair Advisors held 14,269 shares of Medtronic worth $1.23M as of Q3 2026.
St. Clair Advisors bought 50 Medtronic shares in Q3 2026, an estimated $4.41K.
Medtronic made up 0.31% of St. Clair Advisors's portfolio in Q3 2026, its #41 holding.
St. Clair Advisors first reported a position in Medtronic in Q4 2022 and has held it in 16 quarters since.
St. Clair Advisors's Medtronic position peaked at $1.41M in Q4 2025.
530 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.