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Bank of Nova Scotia Trust’s UnitedHealth UNH Stock Holding History

Bank of Nova Scotia Trust’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
Q1 		$2.14M Sell
7,906
-5,253
-40% -$1.56M 0.18% 67
2025
Q4 		$4.34M Buy
13,159
+1,635
+14% +$554K 0.38% 49
2025
Q3 		$3.98M Sell
11,524
-446
-4% -$135K 0.37% 53
2025
Q2 		$3.73M Sell
11,970
-6,959
-37% -$2.66M 0.37% 52
2025
Q1 		$9.91M Buy
18,929
+553
+3% +$283K 1.06% 35
2024
Q4 		$9.3M Sell
18,376
-300
-2% -$170K 0.98% 36
2024
Q3 		$10.9M Buy
18,676
+968
+5% +$548K 1.11% 32
2024
Q2 		$9.02M Buy
17,708
+488
+3% +$239K 1.01% 34
2024
Q1 		$8.52M Buy
17,220
+1,080
+7% +$549K 0.92% 35
2023
Q4 		$8.5M Buy
16,140
+2,201
+16% +$1.17M 0.95% 34
2023
Q3 		$7.03M Buy
13,939
+2,360
+20% +$1.16M 0.83% 37
2023
Q2 		$5.57M Buy
11,579
+2,380
+26% +$1.16M 0.58% 40
2023
Q1 		$4.35M Sell
9,199
-1,099
-11% -$530K 0.48% 43
2022
Q4 		$5.46M Sell
10,298
-442
-4% -$234K 0.59% 40
2022
Q3 		$5.42M Sell
10,740
-168
-2% -$88.3K 0.62% 39
2022
Q2 		$5.6M Sell
10,908
-72
-0.7% -$36.2K 0.57% 43
2022
Q1 		$5.6M Sell
10,980
-513
-4% -$247K 0.49% 45
2021
Q4 		$5.77M Sell
11,493
-210
-2% -$95.1K 0.5% 46
2021
Q3 		$4.57M Buy
11,703
+1,170
+11% +$485K 0.41% 49
2021
Q2 		$4.22M Buy
10,533
+78
+0.7% +$31.1K 0.37% 49
2021
Q1 		$3.89M Sell
10,455
-233
-2% -$80.7K 0.37% 48
2020
Q4 		$3.75M Sell
10,688
-246
-2% -$82.5K 0.39% 49
2020
Q3 		$3.41M Buy
10,934
+148
+1% +$45.5K 0.42% 46
2020
Q2 		$3.18M Sell
10,786
-724
-6% -$207K 0.47% 43
2020
Q1 		$2.87M Sell
11,510
-1,995
-15% -$549K 0.43% 47
2019
Q4 		$3.97M Buy
13,505
+846
+7% +$221K 0.45% 47
2019
Q3 		$2.75M Buy
12,659
+1,475
+13% +$356K 0.32% 51
2019
Q2 		$2.73M Buy
11,184
+2,935
+36% +$706K 0.32% 52
2019
Q1 		$2.04M Buy
8,249
+3,654
+80% +$932K 0.25% 56
2018
Q4 		$1.15M Buy
4,595
+1,652
+56% +$436K 0.16% 61
2018
Q3 		$783K Buy
2,943
+68
+2% +$17.7K 0.09% 71
2018
Q2 		$705K Buy
2,875
+573
+25% +$138K 0.08% 72
2018
Q1 		$493K Buy
2,302
+202
+10% +$46.1K 0.06% 80
2017
Q4 		$463K Sell
2,100
-468
-18% -$99.2K 0.05% 82
2017
Q3 		$503K Buy
2,568
+468
+22% +$90.4K 0.05% 88
2017
Q2 		$389K Hold
2,100
– – 0.04% 87
2017
Q1 		$344K Hold
2,100
– – 0.04% 92
2016
Q4 		$336K Hold
2,100
– – 0.04% 91
2016
Q3 		$294K Hold
2,100
– – 0.04% 96
2016
Q2 		$297K Hold
2,100
– – 0.04% 92
2016
Q1 		$271K Hold
2,100
– – 0.04% 91
2015
Q4 		$247K Hold
2,100
– – 0.04% 100
2015
Q3 		$244K Hold
2,100
– – 0.03% 104
2015
Q2 		$256K Buy
+2,100
New +$248K 0.03% 110

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of Nova Scotia Trust's UNH Position: Q1 2026 in Review

Bank of Nova Scotia Trust reduced its UnitedHealth (UNH) stake by 40% in Q1 2026, selling an estimated $1.56M and leaving 7,906 shares worth $2.14M. The position accounts for 0.18% of the portfolio, ranked #67.

Bank of Nova Scotia Trust first reported a position in UNH in Q2 2015 and has held it in 44 quarters since. The position peaked at $10.9M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bank of Nova Scotia Trust held 7,906 shares of UnitedHealth worth $2.14M as of Q1 2026.
  • Bank of Nova Scotia Trust sold 5,253 UnitedHealth shares in Q1 2026, an estimated $1.56M.
  • UnitedHealth made up 0.18% of Bank of Nova Scotia Trust's portfolio in Q1 2026, its #67 holding.
  • Bank of Nova Scotia Trust first reported a position in UnitedHealth in Q2 2015 and has held it in 44 quarters since.
  • Bank of Nova Scotia Trust's UnitedHealth position peaked at $10.9M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bank of Nova Scotia Trust's 13F filing for Q1 2026, filed 13 May 2026.