Nicholson Wealth Management Group, LLC

Position in MDT — Medtronic plc

CIK 2035982 CHARLESTOWN, SC

Position in MDT

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$1,673,558

-$155,040 QoQ

Shares Held

19,314

+1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Nicholson Wealth Management Group, LLC holds $11,700,595 across 4 Medical Devices names. MDT ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CATX	Perspective Therapeutics, Inc.	1,618,993	$6,751,200
2	MDT	Medtronic plc This page	19,314	$1,673,558
3	SYK	Stryker Corp	5,091	$1,672,851
4	ABT	Abbott Laboratories	15,613	$1,602,986

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,673,558	19,314	+1.5%	Shares	Sole	2026-05-04
2025-12-31	$1,828,598	19,036	-1.7%	Shares	Sole	2026-01-26
2025-09-30	$1,844,703	19,369	+2.2%	Shares	Sole	2025-11-04
2025-06-30	$1,652,743	18,960	+0.5%	Shares	Sole	2025-07-29
2025-03-31	$1,695,298	18,866	+2.0%	Shares	Sole	2025-05-12
2024-12-31	$1,477,061	18,491	+185.7%	Shares	Sole	2025-02-03
2024-09-30	$582,674	6,472	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.