Narus Financial Partners’s UnitedHealth UNH Stock Holding History

Narus Financial Partners’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	$519K	Buy	1,918 +173	+10%	+$51.5K	0.14%	96
2025 Q4	$576K	Buy	1,745 +88	+5%	+$29.8K	0.16%	85
2025 Q3	$572K	Buy	1,657 +561	+51%	+$170K	0.16%	86
2025 Q2	$342K	Buy	1,096 +336	+44%	+$128K	0.11%	107
2025 Q1	$398K	Sell	760 -10	-1%	-$5.11K	0.14%	93
2024 Q4	$390K	Buy	770 +48	+7%	+$27.3K	0.13%	100
2024 Q3	$422K	Hold	722	–	–	0.15%	93
2024 Q2	$368K	Sell	722 -5	-0.7%	-$2.45K	0.15%	96
2024 Q1	$360K	Hold	727	–	–	0.15%	100
2023 Q4	$383K	Sell	727 -40	-5%	-$21.3K	0.18%	82
2023 Q3	$387K	Buy	767 +38	+5%	+$18.7K	0.2%	72
2023 Q2	$350K	Hold	729	–	–	0.18%	75
2023 Q1	$345K	Sell	729 -33	-4%	-$15.9K	0.19%	78
2022 Q4	$404K	Buy	762 +7	+0.9%	+$3.71K	0.23%	71
2022 Q3	$381K	Hold	755	–	–	0.24%	68
2022 Q2	$388K	Sell	755 -30	-4%	-$15.1K	0.25%	69
2022 Q1	$400K	Buy	+785	New	+$379K	0.22%	64

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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