NWMG
MDT icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicholson Wealth Management Group's MDT Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its Medtronic (MDT) stake by 1.5% in Q1 2026, buying an estimated $26.6K and bringing the position to 19,314 shares worth $1.67M. The position accounts for 0.97% of the portfolio, ranked #54.

Nicholson Wealth Management Group first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q3 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Nicholson Wealth Management Group held 19,314 shares of Medtronic worth $1.67M as of Q1 2026.
  • Nicholson Wealth Management Group bought 278 Medtronic shares in Q1 2026, an estimated $26.6K.
  • Medtronic made up 0.97% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #54 holding.
  • Nicholson Wealth Management Group first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • Nicholson Wealth Management Group's Medtronic position peaked at $1.84M in Q3 2025.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.