N.E.W. Advisory Services’s UnitedHealth UNH Stock Holding History

N.E.W. Advisory 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 Q1	$326K	Sell	1,204 -865	-42%	-$258K	0.02%	165
2025 Q4	$683K	Sell	2,069 -224	-10%	-$75.9K	0.05%	119
2025 Q3	$792K	Buy	2,293 +895	+64%	+$271K	0.07%	93
2025 Q2	$436K	Buy	1,398 +878	+169%	+$336K	0.04%	121
2025 Q1	$273K	Buy	520 +46	+10%	+$23.5K	0.02%	176
2024 Q4	$240K	Sell	474 -27	-5%	-$15.3K	0.02%	174
2024 Q3	$293K	Hold	501	–	–	0.03%	148
2024 Q2	$255K	Buy	501 +13	+3%	+$6.37K	0.03%	149
2024 Q1	$241K	Buy	488 +1	+0.2%	+$508	0.03%	153
2023 Q4	$257K	Hold	487	–	–	0.03%	143
2023 Q3	$246K	Buy	+487	New	+$240K	0.03%	133

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

N.E.W. Advisory Services's UNH Position: Q1 2026 in Review

N.E.W. Advisory Services reduced its UnitedHealth (UNH) stake by 42% in Q1 2026, selling an estimated $258K and leaving 1,204 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #165.

N.E.W. Advisory Services first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $792K in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

N.E.W. Advisory Services held 1,204 shares of UnitedHealth worth $326K as of Q1 2026.
N.E.W. Advisory Services sold 865 UnitedHealth shares in Q1 2026, an estimated $258K.
UnitedHealth made up 0.02% of N.E.W. Advisory Services's portfolio in Q1 2026, its #165 holding.
N.E.W. Advisory Services first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
N.E.W. Advisory Services's UnitedHealth position peaked at $792K in Q3 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.