Richard Pzena
MDT icon

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
Q3 		$266M Sell
3,078,785
-69,214
-2% -$6.1M 0.78% 34
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Richard Pzena's MDT Position: Q3 2026 in Review

Richard Pzena reduced its Medtronic (MDT) stake by 2.2% in Q3 2026, selling an estimated $6.1M and leaving 3,078,785 shares worth $266M. The position accounts for 0.78% of the portfolio, ranked #34.

Richard Pzena first reported a position in MDT in Q4 2016 and has held it in 17 quarters since. The position peaked at $773M in Q3 2024. 1,475 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

  • Richard Pzena held 3,078,785 shares of Medtronic worth $266M as of Q3 2026.
  • Richard Pzena sold 69,214 Medtronic shares in Q3 2026, an estimated $6.1M.
  • Medtronic made up 0.78% of Richard Pzena's portfolio in Q3 2026, its #34 holding.
  • Richard Pzena first reported a position in Medtronic in Q4 2016 and has held it in 17 quarters since.
  • Richard Pzena's Medtronic position peaked at $773M in Q3 2024.
  • 1,475 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Pzena Investment Management's 13F filing for Q3 2026, filed 30 Oct 2026.