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Nicholson Wealth Management Group’s UnitedHealth UNH Stock Holding History

Nicholson Wealth Management Group’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
Q2 		$2.28M Sell
5,483
-178
-3% -$66K 1.34% 17
2026
Q1 		$1.53M Buy
5,661
+133
+2% +$39.6K 0.89% 64
2025
Q4 		$1.82M Buy
5,528
+1,057
+24% +$358K 1.07% 49
2025
Q3 		$1.54M Buy
4,471
+1,400
+46% +$423K 0.9% 61
2025
Q2 		$958K Buy
3,071
+228
+8% +$87.1K 0.59% 77
2025
Q1 		$1.49M Buy
2,843
+117
+4% +$59.8K 0.98% 58
2024
Q4 		$1.38M Buy
2,726
+1,067
+64% +$606K 0.92% 67
2024
Q3 		$970K Buy
+1,659
New +$938K 0.8% 37

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Nicholson Wealth Management Group reduced its UnitedHealth (UNH) stake by 3.1% in Q2 2026, selling an estimated $66K and leaving 5,483 shares worth $2.28M. The position accounts for 1.34% of the portfolio, ranked #17.

Nicholson Wealth Management Group first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Nicholson Wealth Management Group held 5,483 shares of UnitedHealth worth $2.28M as of Q2 2026.
  • Nicholson Wealth Management Group sold 178 UnitedHealth shares in Q2 2026, an estimated $66K.
  • UnitedHealth made up 1.34% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #17 holding.
  • Nicholson Wealth Management Group first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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