Nicholson Wealth Management Group’s Medtronic MDT Stock Holding History

Nicholson Wealth Management Group’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	$1.76M	Buy	20,425 +530	+3%	+$46.7K	1.05%	44
2026 Q2	$1.56M	Buy	19,895 +581	+3%	+$46.9K	0.92%	61
2026 Q1	$1.67M	Buy	19,314 +278	+1%	+$26.6K	0.97%	54
2025 Q4	$1.83M	Sell	19,036 -333	-2%	-$32.3K	1.07%	48
2025 Q3	$1.84M	Buy	19,369 +409	+2%	+$37.6K	1.08%	32
2025 Q2	$1.65M	Buy	18,960 +94	+0.5%	+$7.97K	1.02%	40
2025 Q1	$1.7M	Buy	18,866 +375	+2%	+$33.6K	1.11%	30
2024 Q4	$1.48M	Buy	18,491 +12,019	+186%	+$1.04M	0.99%	48
2024 Q3	$583K	Buy	+6,472	New	+$544K	0.48%	82

Other funds holding MDT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Nicholson Wealth Management Group's MDT Position: Q3 2026 in Review

Nicholson Wealth Management Group increased its Medtronic (MDT) stake by 2.7% in Q3 2026, buying an estimated $46.7K and bringing the position to 20,425 shares worth $1.76M. The position accounts for 1.05% of the portfolio, ranked #44.

Nicholson Wealth Management Group first reported a position in MDT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q3 2025. 1,635 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

Nicholson Wealth Management Group held 20,425 shares of Medtronic worth $1.76M as of Q3 2026.
Nicholson Wealth Management Group bought 530 Medtronic shares in Q3 2026, an estimated $46.7K.
Medtronic made up 1.05% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #44 holding.
Nicholson Wealth Management Group first reported a position in Medtronic in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's Medtronic position peaked at $1.84M in Q3 2025.
1,635 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.