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
Q2 		$246M Sell
3,147,999
-9,016
-0.3% -$727K 0.72% 36
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management's MDT Position: Q2 2026 in Review

Pzena Investment Management reduced its Medtronic (MDT) stake by 0.29% in Q2 2026, selling an estimated $727K and leaving 3,147,999 shares worth $246M. The position accounts for 0.72% of the portfolio, ranked #36.

Pzena Investment Management first reported a position in MDT in Q4 2016 and has held it in 16 quarters since. The position peaked at $773M in Q3 2024. 2,137 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Pzena Investment Management held 3,147,999 shares of Medtronic worth $246M as of Q2 2026.
  • Pzena Investment Management sold 9,016 Medtronic shares in Q2 2026, an estimated $727K.
  • Medtronic made up 0.72% of Pzena Investment Management's portfolio in Q2 2026, its #36 holding.
  • Pzena Investment Management first reported a position in Medtronic in Q4 2016 and has held it in 16 quarters since.
  • Pzena Investment Management's Medtronic position peaked at $773M in Q3 2024.
  • 2,137 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.