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Nicholas Company’s UnitedHealth UNH Stock Holding History

Nicholas Company’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.48M Hold
16,547
– – 0.09% 176
2025
Q4 		$5.46M Hold
16,547
– – 0.1% 172
2025
Q3 		$5.71M Sell
16,547
-96,080
-85% -$29.1M 0.1% 180
2025
Q2 		$35.1M Sell
112,627
-32,539
-22% -$12.4M 0.59% 57
2025
Q1 		$76M Buy
145,166
+2,525
+2% +$1.29M 1.32% 16
2024
Q4 		$72.2M Buy
142,641
+3,031
+2% +$1.72M 1.17% 23
2024
Q3 		$81.6M Hold
139,610
– – 1.33% 15
2024
Q2 		$71.1M Buy
139,610
+21,340
+18% +$10.5M 1.18% 24
2024
Q1 		$58.5M Hold
118,270
– – 0.97% 39
2023
Q4 		$62.3M Hold
118,270
– – 1.1% 33
2023
Q3 		$59.6M Hold
118,270
– – 1.19% 20
2023
Q2 		$56.8M Buy
118,270
+7,000
+6% +$3.42M 1.09% 28
2023
Q1 		$52.6M Hold
111,270
– – 1.07% 27
2022
Q4 		$59M Sell
111,270
-25
-0% -$13.2K 1.26% 15
2022
Q3 		$56.2M Hold
111,295
– – 1.29% 16
2022
Q2 		$57.2M Sell
111,295
-29,405
-21% -$14.8M 1.25% 17
2022
Q1 		$71.8M Hold
140,700
– – 1.28% 15
2021
Q4 		$70.7M Sell
140,700
-10
-0% -$4.53K 1.15% 22
2021
Q3 		$55M Buy
140,710
+25
+0% +$10.4K 0.97% 34
2021
Q2 		$56.3M Hold
140,685
– – 0.99% 34
2021
Q1 		$52.3M Sell
140,685
-600
-0.4% -$208K 0.98% 32
2020
Q4 		$49.5M Sell
141,285
-200
-0.1% -$67K 0.94% 36
2020
Q3 		$44.1M Sell
141,485
-45
-0% -$13.8K 0.93% 33
2020
Q2 		$41.7M Buy
141,530
+25
+0% +$7.16K 0.96% 30
2020
Q1 		$35.3M Sell
141,505
-75
-0.1% -$20.6K 1% 31
2019
Q4 		$41.6M Buy
141,580
+5,050
+4% +$1.32M 0.88% 39
2019
Q3 		$29.7M Buy
+136,530
New +$32.9M 0.67% 51
2013
Q3 		– Sell
-125
Closed -$8K – 288
2013
Q2 		$8K Buy
+125
New +$7.78K ﹤0.01% 277

Other funds holding UNH

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Nicholas Company's UNH Position: Q1 2026 in Review

Nicholas Company held its UnitedHealth (UNH) position steady in Q1 2026 at 16,547 shares worth $4.48M. The position accounts for 0.09% of the portfolio, ranked #176.

Nicholas Company first reported a position in UNH in Q2 2013 and has held it in 28 quarters since. The position peaked at $81.6M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Nicholas Company held 16,547 shares of UnitedHealth worth $4.48M as of Q1 2026.
  • Nicholas Company left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.09% of Nicholas Company's portfolio in Q1 2026, its #176 holding.
  • Nicholas Company first reported a position in UnitedHealth in Q2 2013 and has held it in 28 quarters since.
  • Nicholas Company's UnitedHealth position peaked at $81.6M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Nicholas Company's 13F filing for Q1 2026, filed 4 May 2026.