First National Advisers’s UnitedHealth UNH Stock Holding History

First National Advisers’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	$244K	Buy	+588	New	+$218K	0.03%	240
2026 Q1	–	Sell	-1,155	Closed	-$381K	–	257
2025 Q4	$381K	Sell	1,155 -987	-46%	-$334K	0.05%	185
2025 Q3	$740K	Sell	2,142 -1,730	-45%	-$523K	0.1%	149
2025 Q2	$1.21M	Sell	3,872 -449	-10%	-$172K	0.18%	123
2025 Q1	$2.26M	Sell	4,321 -122	-3%	-$62.4K	0.36%	89
2024 Q4	$2.25M	Buy	4,443 +66	+2%	+$37.5K	0.36%	87
2024 Q3	$2.56M	Sell	4,377 -323	-7%	-$183K	0.41%	83
2024 Q2	$2.39M	Buy	4,700 +388	+9%	+$190K	0.44%	70
2024 Q1	$2.12M	Buy	4,312 +984	+30%	+$500K	0.47%	69
2023 Q4	$1.75M	Buy	3,328 +732	+28%	+$390K	0.5%	70
2023 Q3	$1.31M	Buy	2,596 +1,798	+225%	+$885K	0.58%	59
2023 Q2	$384K	Buy	798 +32	+4%	+$15.6K	0.35%	88
2023 Q1	$362K	Buy	766 +323	+73%	+$156K	0.41%	83
2022 Q4	$235K	Sell	443 -10	-2%	-$5.3K	0.3%	99
2022 Q3	$229K	Buy	453 +45	+11%	+$23.7K	0.34%	90
2022 Q2	$210K	Buy	+408	New	+$205K	0.44%	87

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

First National Advisers's UNH Position: Q2 2026 in Review

First National Advisers opened a new position in UnitedHealth (UNH) in Q2 2026: 588 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #240 among its holdings. This is a return to the name: First National Advisers previously reported a position in UNH as recently as Q4 2025.

First National Advisers first reported a position in UNH in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.56M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

First National Advisers held 588 shares of UnitedHealth worth $244K as of Q2 2026.
UnitedHealth was a new First National Advisers position in Q2 2026.
UnitedHealth made up 0.03% of First National Advisers's portfolio in Q2 2026, its #240 holding.
First National Advisers first reported a position in UnitedHealth in Q2 2022 and has held it in 16 quarters since.
First National Advisers's UnitedHealth position peaked at $2.56M in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.