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National Philanthropic Trust’s UnitedHealth UNH Stock Holding History

National Philanthropic Trust’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 		$41.2M Sell
99,208
-158
-0.2% -$58.6K 0.6% 26
2026
Q1 		$26.9M Sell
99,366
-250
-0.3% -$74.5K 0.29% 35
2025
Q4 		$32.9M Sell
99,616
-825
-0.8% -$280K 0.32% 32
2025
Q3 		$34.7M Buy
100,441
+550
+0.6% +$166K 0.39% 31
2025
Q2 		$31.2M Sell
99,891
-27
-0% -$10.3K 0.42% 30
2025
Q1 		$52.3M Sell
99,918
-6,202
-6% -$3.17M 0.85% 18
2024
Q4 		$53.7M Buy
106,120
+32,863
+45% +$18.7M 0.77% 19
2024
Q3 		$42.8M Sell
73,257
-201
-0.3% -$114K 0.78% 18
2024
Q2 		$37.4M Sell
73,458
-448
-0.6% -$220K 0.71% 17
2024
Q1 		$36.6M Sell
73,906
-2,378
-3% -$1.21M 0.8% 17
2023
Q4 		$40.2M Buy
+76,284
New +$40.7M 1.06% 15

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

National Philanthropic Trust's UNH Position: Q2 2026 in Review

National Philanthropic Trust reduced its UnitedHealth (UNH) stake by 0.16% in Q2 2026, selling an estimated $58.6K and leaving 99,208 shares worth $41.2M. The position accounts for 0.6% of the portfolio, ranked #26.

National Philanthropic Trust first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.7M in Q4 2024. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • National Philanthropic Trust held 99,208 shares of UnitedHealth worth $41.2M as of Q2 2026.
  • National Philanthropic Trust sold 158 UnitedHealth shares in Q2 2026, an estimated $58.6K.
  • UnitedHealth made up 0.6% of National Philanthropic Trust's portfolio in Q2 2026, its #26 holding.
  • National Philanthropic Trust first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • National Philanthropic Trust's UnitedHealth position peaked at $53.7M in Q4 2024.
  • 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.