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 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

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

Nicholson Wealth Management Group's MDT Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Medtronic (MDT) stake by 3% in Q2 2026, buying an estimated $46.9K and bringing the position to 19,895 shares worth $1.56M. The position accounts for 0.92% of the portfolio, ranked #61.

Nicholson Wealth Management Group first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Nicholson Wealth Management Group held 19,895 shares of Medtronic worth $1.56M as of Q2 2026.
Nicholson Wealth Management Group bought 581 Medtronic shares in Q2 2026, an estimated $46.9K.
Medtronic made up 0.92% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #61 holding.
Nicholson Wealth Management Group first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Medtronic position peaked at $1.84M in Q3 2025.
2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.