Clark & Stuart, Inc MDT — MEDTRONIC PLC

Ownership history in Clark & Stuart, Inc  ·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported MEDTRONIC PLC (MDT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.43% in 2025 Q3. The latest visible filing shows MDT at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark & Stuart, Inc's position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDT was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page Clark & Stuart, Inc fund profile Clark & Stuart, Inc full holdings
How Clark & Stuart, Inc held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,327 +500 +8.6% 0.37% $553K 2026-04-13 $88.00
2025 Q4 REDUCED 7.9% -9.1% ✅ 5,827 -500 -7.9% 0.39% $564K 2026-01-07 $98.96
2025 Q3 UNCHANGED — — — 6,327 — 0% 0.43% $607K 2025-10-15 $93.88
2025 Q2 UNCHANGED — — — 6,327 — 0% 0.42% $556K 2025-07-23 $89.92
2025 Q1 UNCHANGED — — — 6,327 — 0% 0.42% $573K 2025-04-21 $79.28
2024 Q4 INITIATED — — — 6,327 — — 0.37% $509K 2025-01-13 $78.65

🏢 Other funds also holding MDT

As of 2026 Q1 — sorted by position size

Banque de Luxembourg S.A. 4.33% Guinness Asset Management LTD 3Y 7Y 4.05% Nexus Investment Management ULC 3Y 7Y 3.71% Barnes Dennig Private Wealth Management LLC 3.33% Guinness Atkinson Asset Management Inc 3Y 7Y 3.31% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.99% Two Point Capital Management, Inc. 3Y 2.76% Nepsis Inc. 3Y 7Y 2.6% Randolph Co Inc 3Y 7Y 2.56% Econ Financial Services Corp 3Y 7Y 2.3%

FAQ About Clark & Stuart, Inc and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark & Stuart, Inc reported owning MDT?

Clark & Stuart, Inc reported MDT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MDT position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for MDT was 0.43% in 2025 Q3.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 6,327 shares, equal to 0.37% of portfolio, with an estimated market value of $553K.

What does the chart on this MDT ownership page compare?

The chart compares Clark & Stuart, Inc's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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