1 North Wealth Services’s UnitedHealth UNH Stock Holding History

1 North Wealth 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
2026 Q2	$19.9K	Hold	48	–	–	0.01%	138
2026 Q1	$13K	Hold	48	–	–	﹤0.01%	148
2025 Q4	$15.8K	Buy	48 +28	+140%	+$9.49K	0.01%	139
2025 Q3	$6.91K	Hold	20	–	–	﹤0.01%	170
2025 Q2	$6.24K	Hold	20	–	–	﹤0.01%	179
2025 Q1	$10.5K	Buy	+20	New	+$10.2K	﹤0.01%	145
2019 Q4	$22K	Hold	76	–	–	0.01%	144
2019 Q3	$17K	Buy	+76	New	+$18.3K	0.01%	128
2019 Q1	$19K	Buy	76 +19	+33%	+$4.84K	0.01%	112
2018 Q4	$14K	Buy	+57	New	+$15.1K	0.01%	128

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

1 North Wealth Services's UNH Position: Q2 2026 in Review

1 North Wealth Services held its UnitedHealth (UNH) position steady in Q2 2026 at 48 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #138.

1 North Wealth Services first reported a position in UNH in Q4 2018 and has held it in 10 quarters since. The position peaked at $22K in Q4 2019. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

1 North Wealth Services held 48 shares of UnitedHealth worth $19.9K as of Q2 2026.
1 North Wealth Services left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #138 holding.
1 North Wealth Services first reported a position in UnitedHealth in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's UnitedHealth position peaked at $22K in Q4 2019.
1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.