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Michael J. Puzo’s Medtronic MDT Stock Holding History

Michael J. Puzo’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
2025
Q1 		– Sell
-13,051
Closed -$1.04M – 75
2024
Q4 		$1.04M Sell
13,051
-22,243
-63% -$1.93M 0.29% 41
2024
Q3 		$3.18M Sell
35,294
-10,730
-23% -$903K 0.83% 33
2024
Q2 		$3.62M Sell
46,024
-4,899
-10% -$402K 1.01% 31
2024
Q1 		$4.44M Buy
50,923
+3,019
+6% +$258K 1.23% 29
2023
Q4 		$3.95M Buy
47,904
+765
+2% +$58.3K 1.25% 30
2023
Q3 		$3.69M Buy
47,139
+355
+0.8% +$29.7K 1.25% 30
2023
Q2 		$4.12M Buy
46,784
+6,099
+15% +$525K 1.3% 30
2023
Q1 		$3.28M Buy
40,685
+25,612
+170% +$2.09M 1.09% 33
2022
Q4 		$1.17M Sell
15,073
-19,459
-56% -$1.58M 0.42% 42
2022
Q3 		$2.79M Buy
34,532
+6,792
+24% +$610K 1.06% 34
2022
Q2 		$2.49M Buy
27,740
+13,412
+94% +$1.36M 0.88% 36
2022
Q1 		$1.59M Buy
+14,328
New +$1.51M 0.48% 44
2015
Q4 		– Sell
-2,631
Closed -$176K – 98
2015
Q3 		$176K Sell
2,631
-127
-5% -$9.35K 0.13% 77
2015
Q2 		$204K Buy
2,758
+120
+5% +$9.17K 0.13% 79
2015
Q1 		$206K Buy
+2,638
New +$200K 0.13% 78

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Michael J. Puzo's MDT Position: Q1 2025 in Review

Michael J. Puzo sold out of Medtronic (MDT) in Q1 2025, closing a stake of 13,051 shares — an estimated $1.04M sold.

Michael J. Puzo first reported a position in MDT in Q1 2015 and held it in 15 quarters. The position peaked at $4.44M in Q1 2024. 2,177 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Michael J. Puzo reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Michael J. Puzo sold 13,051 Medtronic shares in Q1 2025, an estimated $1.04M.
  • Michael J. Puzo first reported a position in Medtronic in Q1 2015 and held it in 15 quarters.
  • Michael J. Puzo's Medtronic position peaked at $4.44M in Q1 2024.
  • 2,177 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Michael J. Puzo's 13F filing for Q1 2025, filed 21 Apr 2025.