M&G Plc MDT MEDTRONIC PLC

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported MEDTRONIC PLC (MDT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.47% in 2025 Q2. The latest visible filing shows MDT at 1.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDT was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M&G Plc held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.9% -9.1% 2,533,791 -308,431 -10.9% 1.25% $243.2M 2026-02-14 (Est.) $98.68
2025 Q3 REDUCED 7.5% +1.7% 2,842,222 -230,247 -7.5% 1.44% $270.0M 2025-11-07 $90.79
2025 Q2 ADDED 3,072,469 +554,582 +22.0% 1.47% $267.3M 2025-08-08 $90.77
2025 Q1 REDUCED 5.9% -2.2% 2,517,887 -158,268 -5.9% 1.08% $226.6M 2025-05-13 $82.49
2024 Q4 REDUCED 2,676,155 -37,508 -1.4% 1.32% $214.1M 2025-02-11 $87.70
2024 Q3 REDUCED 2,713,663 -139,912 -4.9% 0.88% $244.2M 2024-10-31 $85.08
2024 Q2 REDUCED 2,853,575 -125,273 -4.2% 0.89% $225.4M 2024-07-16 $73.87
2024 Q1 INITIATED 2,978,848 0.98% $259.2M 2024-05-10 $77.66

FAQ About M&G Plc and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning MDT?

M&G Plc reported MDT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MDT position in M&G Plc's portfolio?

The largest reported portfolio weight for MDT was 1.47% in 2025 Q2.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 2,533,791 shares, equal to 1.25% of portfolio, with an estimated market value of $243.2M.

What does the chart on this MDT ownership page compare?

The chart compares M&G Plc's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, M&G Plc correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on MDT relative to SPY over the holding period was -2.8%.

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