NICOLET BANKSHARES INC

Position in UNH — Unitedhealth Group Inc

CIK 1174850 GREEN BAY, WI

Position in UNH

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,196,200

+$1,682,420 QoQ

Shares Held

10,096

+8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,045

of 3,349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Healthcare · as of Jun 30, 2026

NICOLET BANKSHARES INC holds $8,563,576 across 4 Healthcare Plans names. UNH ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc This page	10,096	$4,196,200
2	CVS	CVS HEALTH Corp	30,177	$3,121,809
3	CI	Cigna Group	2,792	$769,698
4	HUM	Humana Inc	1,198	$475,869

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,196,200	10,096	+8.7%	Shares	Sole	2026-08-11
2026-03-31	$2,513,780	9,290	+278.6%	Shares	Sole	2026-05-14
2025-12-31	$810,089	2,454	-4.1%	Shares	Sole	2026-02-09
2025-09-30	$883,622	2,559	+8.8%	Shares	Sole	2025-11-13
2025-06-30	$733,441	2,351	+1.1%	Shares	Sole	2025-08-13
2025-03-31	$1,218,242	2,326	-7.4%	Shares	Sole	2025-05-14
2024-12-31	$1,271,226	2,513	+0.9%	Shares	Sole	2025-02-13
2024-09-30	$1,455,853	2,490	-3.8%	Shares	Sole	2024-11-12
2024-06-30	$1,317,964	2,588	-4.7%	Shares	Sole	2024-08-14
2024-03-31	$1,343,605	2,716	+6.1%	Shares	Sole	2024-05-09
2023-12-31	$1,348,289	2,561	+5.1%	Shares	Sole	2024-02-13
2023-09-30	$1,228,206	2,436	-0.1%	Shares	Sole	2023-11-09
2023-06-30	$1,172,280	2,439	+5.9%	Shares	Sole	2023-08-09
2023-03-31	$1,088,374	2,303	-2.0%	Shares	Sole	2023-05-09
2022-12-31	$1,245,392	2,349	+5.0%	Shares	Sole	2023-02-09
2022-09-30	$1,130,279	2,238	-14.1%	Shares	Sole	2022-11-10
2022-06-30	$1,338,006	2,605	+25.9%	Shares	Sole	2022-08-08
2022-03-31	$1,055,127	2,069	+22.1%	Shares	Sole	2022-05-10
2021-12-31	$850,625	1,694	+2.7%	Shares	Sole	2022-02-09
2021-09-30	$644,721	1,650	0.0%	Shares	Sole	2021-11-16
2021-06-30	$660,726	1,650	-2.2%	Shares	Sole	2021-08-11
2021-03-31	$627,682	1,687	-6.6%	Shares	Sole	2021-05-03
2020-12-31	$633,678	1,807	-0.4%	Shares	Sole	2021-02-02
2020-09-30	$565,862	1,815	+3.6%	Shares	Sole	2020-10-27
2020-06-30	$516,752	1,752	-1.6%	Shares	Defined	2020-07-22
2020-03-31	$443,896	1,780	—	Shares	Defined	2020-04-22
No filing history on record for this holder in this stock.