Nicholson Wealth Management Group’s Realty Income O Stock Holding History

Nicholson Wealth Management Group’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Sell	30,543 -674	-2%	-$42K	1.11%	41
2026 Q1	$1.91M	Buy	31,217 +440	+1%	+$27.5K	1.11%	37
2025 Q4	$1.73M	Buy	30,777 +997	+3%	+$57.7K	1.02%	63
2025 Q3	$1.81M	Buy	29,780 +1,028	+4%	+$59.9K	1.06%	37
2025 Q2	$1.66M	Buy	28,752 +228	+0.8%	+$12.9K	1.02%	39
2025 Q1	$1.65M	Buy	28,524 +375	+1%	+$20.8K	1.09%	33
2024 Q4	$1.5M	Buy	28,149 +16,476	+141%	+$960K	1%	44
2024 Q3	$740K	Buy	+11,673	New	+$695K	0.61%	60

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Nicholson Wealth Management Group reduced its Realty Income (O) stake by 2.2% in Q2 2026, selling an estimated $42K and leaving 30,543 shares worth $1.89M. The position accounts for 1.11% of the portfolio, ranked #41.

Nicholson Wealth Management Group first reported a position in O in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q1 2026. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Nicholson Wealth Management Group held 30,543 shares of Realty Income worth $1.89M as of Q2 2026.
Nicholson Wealth Management Group sold 674 Realty Income shares in Q2 2026, an estimated $42K.
Realty Income made up 1.11% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #41 holding.
Nicholson Wealth Management Group first reported a position in Realty Income in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Realty Income position peaked at $1.91M in Q1 2026.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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