National Bank of Canada’s UnitedHealth UNH Stock Holding History

National Bank of Canada’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	$671M	Sell	1,613,767 -2,212,756	-58%	-$820M	0.48%	42
2026 Q1	$1.04B	Buy	3,826,523 +1,484,528	+63%	+$442M	0.93%	21
2025 Q4	$773M	Sell	2,341,995 -495,125	-17%	-$168M	0.7%	24
2025 Q3	$980M	Sell	2,837,120 -421,128	-13%	-$127M	0.98%	18
2025 Q2	$1.02B	Buy	3,258,248 +1,617,071	+99%	+$618M	0.97%	17
2025 Q1	$860M	Buy	1,641,177 +950,928	+138%	+$486M	0.9%	19
2024 Q4	$349M	Sell	690,249 -356,165	-34%	-$202M	0.37%	55
2024 Q3	$612M	Sell	1,046,414 -65,462	-6%	-$37M	0.7%	26
2024 Q2	$550M	Buy	1,111,876 +164,055	+17%	+$80.4M	0.75%	25
2024 Q1	$486M	Buy	947,821 +347,972	+58%	+$177M	0.74%	23
2023 Q4	$324M	Sell	599,849 -214,896	-26%	-$115M	0.52%	38
2023 Q3	$419M	Sell	814,745 -28,892	-3%	-$14.2M	0.64%	30
2023 Q2	$403M	Buy	843,637 +544,464	+182%	+$266M	0.74%	25
2023 Q1	$143M	Sell	299,173 -184,047	-38%	-$88.8M	0.35%	59
2022 Q4	$256M	Sell	483,220 -85,733	-15%	-$45.4M	0.65%	28
2022 Q3	$288M	Buy	568,953 +275,287	+94%	+$145M	1.55%	4
2022 Q2	$151M	Sell	293,666 -23,116	-7%	-$11.6M	0.69%	28
2022 Q1	$165M	Buy	316,782 +28,881	+10%	+$13.9M	0.49%	45
2021 Q4	$144M	Buy	+287,901	New	+$130M	0.49%	41

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 $3.38T AUM 44.17% 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

National Bank of Canada's UNH Position: Q2 2026 in Review

National Bank of Canada reduced its UnitedHealth (UNH) stake by 58% in Q2 2026, selling an estimated $820M and leaving 1,613,767 shares worth $671M. The position accounts for 0.48% of the portfolio, ranked #42.

National Bank of Canada first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.04B in Q1 2026. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

National Bank of Canada held 1,613,767 shares of UnitedHealth worth $671M as of Q2 2026.
National Bank of Canada sold 2,212,756 UnitedHealth shares in Q2 2026, an estimated $820M.
UnitedHealth made up 0.48% of National Bank of Canada's portfolio in Q2 2026, its #42 holding.
National Bank of Canada first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
National Bank of Canada's UnitedHealth position peaked at $1.04B in Q1 2026.
3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.