Nicolet Advisory Services’s UnitedHealth UNH Stock Holding History

Nicolet Advisory Services’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 Q4	$1.33M	Sell	3,893 -104	-3%	-$35.2K	0.09%	112
2025 Q3	$1.45M	Sell	3,997 -91	-2%	-$27.5K	0.11%	97
2025 Q2	$972K	Sell	4,088 -1,146	-22%	-$438K	0.08%	126
2025 Q1	$3.11M	Sell	5,234 -1,116	-18%	-$571K	0.31%	49
2024 Q4	$3.31M	Sell	6,350 -55	-0.9%	-$31.3K	0.3%	48
2024 Q3	$3.8M	Buy	6,405 +790	+14%	+$447K	0.36%	43
2024 Q2	$2.81M	Sell	5,615 -321	-5%	-$157K	0.27%	51
2024 Q1	$2.73M	Sell	5,936 -71	-1%	-$36.1K	0.28%	48
2023 Q4	$3.23M	Buy	6,007 +187	+3%	+$99.7K	0.35%	46
2023 Q3	$2.97M	Buy	5,820 +229	+4%	+$113K	0.33%	49
2023 Q2	$2.62M	Buy	5,591 +456	+9%	+$223K	0.29%	49
2023 Q1	$2.63M	Buy	5,135 +2,533	+97%	+$1.22M	0.3%	47
2022 Q4	$1.28M	Buy	2,602 +2,040	+363%	+$1.08M	0.17%	65
2022 Q3	$280K	Buy	562 +21	+4%	+$11K	0.05%	144
2022 Q2	$279K	Buy	541 +55	+11%	+$27.6K	0.04%	140
2022 Q1	$266K	Buy	486 +42	+9%	+$20.3K	0.03%	160
2021 Q4	$223K	Buy	+444	New	+$201K	0.03%	179
2020 Q3	–	Sell	-967	Closed	-$285K	–	210
2020 Q2	$285K	Sell	967 -200	-17%	-$57.3K	0.04%	157
2020 Q1	$291K	Buy	+1,167	New	+$321K	0.05%	145

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nicolet Advisory Services's UNH Position: Q4 2025 in Review

Nicolet Advisory Services reduced its UnitedHealth (UNH) stake by 2.6% in Q4 2025, selling an estimated $35.2K and leaving 3,893 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #112.

Nicolet Advisory Services first reported a position in UNH in Q1 2020 and has held it in 19 quarters since. The position peaked at $3.8M in Q3 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Nicolet Advisory Services held 3,893 shares of UnitedHealth worth $1.33M as of Q4 2025.
Nicolet Advisory Services sold 104 UnitedHealth shares in Q4 2025, an estimated $35.2K.
UnitedHealth made up 0.09% of Nicolet Advisory Services's portfolio in Q4 2025, its #112 holding.
Nicolet Advisory Services first reported a position in UnitedHealth in Q1 2020 and has held it in 19 quarters since.
Nicolet Advisory Services's UnitedHealth position peaked at $3.8M in Q3 2024.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.