55 North Private Wealth’s UnitedHealth UNH Stock Holding History

55 North Private Wealth’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	$854K	Buy	2,055 +128	+7%	+$47.4K	0.17%	67
2026 Q1	$521K	Buy	1,927 +41	+2%	+$12.2K	0.13%	77
2025 Q4	$623K	Buy	+1,886	New	+$639K	0.16%	64

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

55 North Private Wealth's UNH Position: Q2 2026 in Review

55 North Private Wealth increased its UnitedHealth (UNH) stake by 6.6% in Q2 2026, buying an estimated $47.4K and bringing the position to 2,055 shares worth $854K. The position accounts for 0.17% of the portfolio, ranked #67.

55 North Private Wealth first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

55 North Private Wealth held 2,055 shares of UnitedHealth worth $854K as of Q2 2026.
55 North Private Wealth bought 128 UnitedHealth shares in Q2 2026, an estimated $47.4K.
UnitedHealth made up 0.17% of 55 North Private Wealth's portfolio in Q2 2026, its #67 holding.
55 North Private Wealth first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.