Pzena Investment Management
MDT icon

Pzena Investment Management’s Medtronic MDT Stock Holding History

Pzena Investment Management’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 		$274M Sell
3,157,015
-61,837
-2% -$5.92M 0.89% 32
2025
Q4 		$309M Sell
3,218,852
-2,709,234
-46% -$263M 0.93% 30
2025
Q3 		$565M Sell
5,928,086
-2,927,205
-33% -$269M 1.82% 20
2025
Q2 		$772M Buy
8,855,291
+469,069
+6% +$39.8M 2.51% 15
2025
Q1 		$754M Buy
8,386,222
+171,205
+2% +$15.3M 2.63% 16
2024
Q4 		$656M Sell
8,215,017
-367,976
-4% -$31.9M 2.23% 20
2024
Q3 		$773M Buy
8,582,993
+275,870
+3% +$23.2M 2.49% 18
2024
Q2 		$654M Buy
8,307,123
+637,931
+8% +$52.3M 2.3% 20
2024
Q1 		$668M Buy
7,669,192
+168,630
+2% +$14.4M 2.29% 18
2023
Q4 		$618M Buy
7,500,562
+1,769,985
+31% +$135M 2.32% 17
2023
Q3 		$449M Buy
5,730,577
+3,037,394
+113% +$254M 1.93% 19
2023
Q2 		$237M Buy
2,693,183
+1,519,728
+130% +$131M 1.01% 32
2023
Q1 		$94.6M Buy
+1,173,455
New +$95.6M 0.41% 53
2017
Q2 		– Sell
-4,560
Closed -$367K – 159
2017
Q1 		$367K Buy
4,560
+273
+6% +$21.3K ﹤0.01% 141
2016
Q4 		$305K Buy
+4,287
New +$337K ﹤0.01% 150

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

Pzena Investment Management's MDT Position: Q1 2026 in Review

Pzena Investment Management reduced its Medtronic (MDT) stake by 1.9% in Q1 2026, selling an estimated $5.92M and leaving 3,157,015 shares worth $274M. The position accounts for 0.89% of the portfolio, ranked #32.

Pzena Investment Management first reported a position in MDT in Q4 2016 and has held it in 15 quarters since. The position peaked at $773M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Pzena Investment Management held 3,157,015 shares of Medtronic worth $274M as of Q1 2026.
  • Pzena Investment Management sold 61,837 Medtronic shares in Q1 2026, an estimated $5.92M.
  • Medtronic made up 0.89% of Pzena Investment Management's portfolio in Q1 2026, its #32 holding.
  • Pzena Investment Management first reported a position in Medtronic in Q4 2016 and has held it in 15 quarters since.
  • Pzena Investment Management's Medtronic position peaked at $773M in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Pzena Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.