N.E.W. Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Other funds holding UNH
N.E.W. Advisory Services's UNH Position: Q2 2026 in Review
N.E.W. Advisory Services reduced its UnitedHealth (UNH) stake by 8.1% in Q2 2026, selling an estimated $36.3K and leaving 1,106 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #148.
N.E.W. Advisory Services first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $792K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- N.E.W. Advisory Services held 1,106 shares of UnitedHealth worth $460K as of Q2 2026.
- N.E.W. Advisory Services sold 98 UnitedHealth shares in Q2 2026, an estimated $36.3K.
- UnitedHealth made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #148 holding.
- N.E.W. Advisory Services first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
- N.E.W. Advisory Services's UnitedHealth position peaked at $792K in Q3 2025.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.