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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
Q2 		$789K Sell
1,897
-21
-1% -$7.78K 0.2% 79
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Narus Financial Partners's UNH Position: Q2 2026 in Review

Narus Financial Partners reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $7.78K and leaving 1,897 shares worth $789K. The position accounts for 0.2% of the portfolio, ranked #79.

Narus Financial Partners first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Narus Financial Partners held 1,897 shares of UnitedHealth worth $789K as of Q2 2026.
  • Narus Financial Partners sold 21 UnitedHealth shares in Q2 2026, an estimated $7.78K.
  • UnitedHealth made up 0.2% of Narus Financial Partners's portfolio in Q2 2026, its #79 holding.
  • Narus Financial Partners first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.