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Nicholson Wealth Management Group, LLC

Position in MDT — Medtronic plc

CIK 2035982 CHARLESTOWN, SC

Position in MDT

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,556,385
-$117,173 QoQ
Shares Held
19,895
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#909
of 2,115 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

Nicholson Wealth Management Group, LLC holds $10,153,094 across 4 Medical Devices names. MDT ranks #3 (15.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MDT
Medtronic plc
This page
19,895 $1,556,385

All Filings in MDT

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,556,385 19,895
2026-03-31 $1,673,558 19,314
2025-12-31 $1,828,598 19,036
2025-09-30 $1,844,703 19,369
2025-06-30 $1,652,743 18,960
2025-03-31 $1,695,298 18,866
2024-12-31 $1,477,061 18,491
2024-09-30 $582,674 6,472