Nicolet Advisory Services’s Medtronic MDT Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$864K	Buy	8,912 +5,243	+143%	+$509K	0.06%	163
2025 Q3	$361K	Buy	3,669 +224	+7%	+$20.6K	0.03%	278
2025 Q2	$308K	Sell	3,445 -257	-7%	-$21.8K	0.03%	300
2025 Q1	$306K	Sell	3,702 -121	-3%	-$10.8K	0.03%	280
2024 Q4	$308K	Buy	3,823 +21	+0.6%	+$1.82K	0.03%	288
2024 Q3	$334K	Buy	3,802 +360	+10%	+$30.3K	0.03%	269
2024 Q2	$265K	Buy	3,442 +498	+17%	+$40.8K	0.03%	300
2024 Q1	$247K	Buy	+2,944	New	+$251K	0.03%	306
2023 Q4	–	Sell	-3,773	Closed	-$288K	–	328
2023 Q3	$288K	Buy	3,773 +317	+9%	+$26.5K	0.03%	233
2023 Q2	$297K	Buy	3,456 +562	+19%	+$48.4K	0.03%	229
2023 Q1	$232K	Buy	2,894 +253	+10%	+$20.6K	0.03%	254
2022 Q4	$212K	Buy	+2,641	New	+$214K	0.03%	224
2021 Q4	–	Sell	-1,619	Closed	-$203K	–	218
2021 Q3	$203K	Buy	+1,619	New	+$210K	0.03%	194
2020 Q3	–	Sell	-3,940	Closed	-$361K	–	200
2020 Q2	$361K	Buy	3,940 +644	+20%	+$61.8K	0.06%	135
2020 Q1	$297K	Buy	+3,296	New	+$351K	0.05%	141

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nicolet Advisory Services's MDT Position: Q4 2025 in Review

Nicolet Advisory Services increased its Medtronic (MDT) stake by 143% in Q4 2025, buying an estimated $509K and bringing the position to 8,912 shares worth $864K. The position accounts for 0.06% of the portfolio, ranked #163.

Nicolet Advisory Services first reported a position in MDT in Q1 2020 and has held it in 15 quarters since. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Nicolet Advisory Services held 8,912 shares of Medtronic worth $864K as of Q4 2025.
Nicolet Advisory Services bought 5,243 Medtronic shares in Q4 2025, an estimated $509K.
Medtronic made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #163 holding.
Nicolet Advisory Services first reported a position in Medtronic in Q1 2020 and has held it in 15 quarters since.
2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.