Position in UNH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$341,232
+$137,885 QoQ
Shares Held
821
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,606
of 3,353 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Nicholas Wealth, LLC. holds $341,232 across 1 Healthcare Plans name. UNH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
This page
|
821 | $341,232 |
All Filings in UNH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,232 | 821 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $203,347 | 616 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $273,670 | 541 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,110,892 | 1,900 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $865,742 | 1,700 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $634,205 | 1,282 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $541,211 | 1,028 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $460,325 | 913 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||