SEC 13F Intelligence

Nikulski Financial, Inc. / UNH

Nikulski Financial, Inc.’s Unitedhealth Group Inc Position

Does Nikulski Financial, Inc. own Unitedhealth Group Inc (UNH)? Not currently — the last reported position was 12.1K shares worth $6M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q1 2025
Shares
12.1K
% of Portfolio
+1.92%
Quarters Held
26
position exited

Position History UNH

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $7MQ4 ’24: $6MQ4 ’24Q1 ’25: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202512.1K$6M+1.92%
Q4 202411.8K$6M+1.76%
Q3 202411.4K$7M+2.00%
Q2 202411.4K$6M+1.85%
Q1 202411.4K$6M+1.87%
Q4 202311.5K$6M+2.23%
Q3 202311.2K$6M+2.34%
Q2 202310.6K$5M+2.11%
Q1 202310.5K$5M+2.19%
Q4 202210.4K$6M+2.64%
Q3 202210.1K$5M+2.63%
Q2 202210.1K$5M+2.56%
Q1 20229.9K$5M+2.14%
Q4 20219.7K$5M+2.05%
Q3 20219.7K$4M+1.75%
Q2 20219.5K$4M+1.83%
Q1 202110.2K$4M+1.94%
Q4 202010.1K$4M+1.94%
Q3 202010.3K$3M+2.04%
Q2 202010.2K$3M+2.11%
Q1 202010.1K$3M+2.20%
Q4 20199.8K$3M+2.01%
Q3 20199.9K$2M+1.84%
Q2 201910.0K$3M+2.24%
Q1 201910.3K$3M+2.49%
Q4 201811.0K$3M+2.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nikulski Financial, Inc.’s full portfolio or all institutional holders of UNH.