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 Q1	$769M	Buy	28,426 +16,214	+133%	+$4.83M	0.69%	27
2025 Q4	$403M	Sell	12,212 -5,891	-33%	-$2M	0.37%	50
2025 Q3	$625M	Buy	18,103 +2,703	+18%	+$817K	0.62%	29
2025 Q2	$480M	Buy	+15,400	New	+$5.89M	0.46%	41
2024 Q2	–	Sell	-1,355	Closed	-$69.5M	–	2839
2024 Q1	$69.5M	Buy	+1,355	New	+$689K	0.11%	166
2022 Q4	–	Sell	-480	Closed	-$24.2M	–	2909
2022 Q3	$24.2M	Buy	+480	New	+$252K	0.13%	181
2022 Q2	–	Sell	-1,000	Closed	-$51M	–	2994
2022 Q1	$51M	Buy	+1,000	New	+$482K	0.15%	137

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

National Bank of Canada's UNH Position: Q1 2026 in Review

National Bank of Canada increased its UnitedHealth (UNH) stake by 63% in Q1 2026, buying an estimated $442M and bringing the position to 3,826,523 shares worth $1.04B. The position accounts for 0.93% of the portfolio, ranked #21.

National Bank of Canada first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

National Bank of Canada held 3,826,523 shares of UnitedHealth worth $1.04B as of Q1 2026.
National Bank of Canada bought 1,484,528 UnitedHealth shares in Q1 2026, an estimated $442M.
UnitedHealth made up 0.93% of National Bank of Canada's portfolio in Q1 2026, its #21 holding.
National Bank of Canada first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.