Nicola Wealth Management’s UnitedHealth UNH Stock Holding History

Nicola Wealth Management’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
2025 Q2	–	Sell	-46,400	Closed	-$24.3M	–	118
2025 Q1	$24.3M	Buy	46,400 +1,000	+2%	+$511K	2.37%	6
2024 Q4	$23M	Buy	45,400 +9,000	+25%	+$5.11M	2.17%	15
2024 Q3	$21.3M	Buy	36,400 +6,000	+20%	+$3.39M	1.69%	19
2024 Q2	$15.5M	Buy	30,400 +2,500	+9%	+$1.23M	1.38%	28
2024 Q1	$13.8M	Hold	27,900	–	–	1.34%	29
2023 Q4	$14.7M	Hold	27,900	–	–	1.54%	27
2023 Q3	$14.1M	Sell	27,900 -2,500	-8%	-$1.23M	1.52%	26
2023 Q2	$14.6M	Sell	30,400 -2,000	-6%	-$978K	1.44%	26
2023 Q1	$15.3M	Hold	32,400	–	–	1.51%	22
2022 Q4	$17.2M	Buy	32,400 +700	+2%	+$371K	1.74%	20
2022 Q3	$16M	Sell	31,700 -4,000	-11%	-$2.1M	1.76%	15
2022 Q2	$18.3M	Buy	35,700 +3,700	+12%	+$1.86M	1.75%	13
2022 Q1	$16.3M	Buy	32,000 +1,000	+3%	+$482K	1.44%	17
2021 Q4	$15.6M	Sell	31,000 -1,000	-3%	-$453K	1.46%	18
2021 Q3	$12.5M	Hold	32,000	–	–	1.29%	23
2021 Q2	$12.8M	Sell	32,000 -2,000	-6%	-$797K	1.31%	25
2021 Q1	$12.7M	Sell	34,000 -1,000	-3%	-$347K	1.41%	23
2020 Q4	$12.3M	Buy	35,000 +9,000	+35%	+$3.02M	1.53%	21
2020 Q3	$8.11M	Hold	26,000	–	–	1.15%	36
2020 Q2	$7.67M	Sell	26,000 -20,500	-44%	-$5.87M	1.06%	36
2020 Q1	$11.6M	Buy	46,500 +26,500	+133%	+$7.29M	1.74%	19
2019 Q4	$5.88M	Sell	20,000 -2,000	-9%	-$523K	0.88%	51
2019 Q3	$4.78M	Buy	22,000 +8,000	+57%	+$1.93M	0.75%	60
2019 Q2	$3.42M	Buy	14,000 +2,000	+17%	+$481K	0.57%	69
2019 Q1	$2.97M	Sell	12,000 -9,000	-43%	-$2.3M	0.44%	78
2018 Q4	$5.23M	Hold	21,000	–	–	0.86%	49
2018 Q3	$5.59M	Hold	21,000	–	–	0.96%	41
2018 Q2	$5.15M	Buy	21,000 +4,000	+24%	+$960K	1%	37
2018 Q1	$3.64M	Buy	+17,000	New	+$3.88M	0.73%	57

Other funds holding UNH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Nicola Wealth Management's UNH Position: Q2 2025 in Review

Nicola Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 46,400 shares — an estimated $24.3M sold.

Nicola Wealth Management first reported a position in UNH in Q1 2018 and held it in 29 quarters. The position peaked at $24.3M in Q1 2025. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Nicola Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Nicola Wealth Management sold 46,400 UnitedHealth shares in Q2 2025, an estimated $24.3M.
Nicola Wealth Management first reported a position in UnitedHealth in Q1 2018 and held it in 29 quarters.
Nicola Wealth Management's UnitedHealth position peaked at $24.3M in Q1 2025.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Nicola Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.