SEC 13F Intelligence

Puzo Michael J / SBGSY

Puzo Michael J’s Schneider Elec SA Adr Position

Does Puzo Michael J own Schneider Elec SA Adr (SBGSY)? Yes — 171.6K shares worth $9M (+2.72% of its 13F portfolio) as of Q1 2026, down from 173.1K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
171.6K
% of Portfolio
+2.72%
Quarters Held
11
currently held

Position History SBGSY

Reported value by quarter
Q3 ’23: $2MQ3 ’23Q4 ’23: $4MQ1 ’24: $6MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ3 ’24Q4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $9MQ3 ’25: $10MQ3 ’25Q4 ’25: $10MQ1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026171.6K$9M+2.72%
Q4 2025173.1K$10M+2.59%
Q3 2025172.7K$10M+2.64%
Q2 2025172.0K$9M+2.62%
Q1 2025175.7K$8M+2.31%
Q4 2024169.5K$8M+2.35%
Q3 2024168.7K$9M+2.32%
Q2 2024159.3K$8M+2.13%
Q1 2024135.5K$6M+1.70%
Q4 202398.4K$4M+1.26%
Q3 202354.3K$2M+0.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Puzo Michael J’s full portfolio or all institutional holders of SBGSY.