Richard Pzena’s Medtronic MDT Stock Holding History

Richard Pzena’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Richard Pzena's MDT Position: Q2 2026 in Review

Richard Pzena 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.

Richard Pzena 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. 2,126 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Richard Pzena held 3,147,999 shares of Medtronic worth $246M as of Q2 2026.
Richard Pzena sold 9,016 Medtronic shares in Q2 2026, an estimated $727K.
Medtronic made up 0.72% of Richard Pzena's portfolio in Q2 2026, its #36 holding.
Richard Pzena first reported a position in Medtronic in Q4 2016 and has held it in 16 quarters since.
Richard Pzena's Medtronic position peaked at $773M in Q3 2024.
2,126 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.