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Nations Financial Group’s UnitedHealth UNH Stock Holding History

Nations Financial Group’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 		$1.12M Sell
2,703
-134
-5% -$49.7K 0.05% 353
2026
Q1 		$768K Buy
2,837
+274
+11% +$81.6K 0.04% 440
2025
Q4 		$846K Buy
2,563
+516
+25% +$175K 0.04% 394
2025
Q3 		$707K Sell
2,047
-64
-3% -$19.4K 0.04% 412
2025
Q2 		$659K Sell
2,111
-6,593
-76% -$2.52M 0.05% 393
2025
Q1 		$4.56M Sell
8,704
-3,533
-29% -$1.81M 0.35% 67
2024
Q4 		$6.19M Sell
12,237
-204
-2% -$116K 0.45% 47
2024
Q3 		$7.27M Buy
12,441
+1,051
+9% +$594K 0.53% 34
2024
Q2 		$5.8M Buy
11,390
+45
+0.4% +$22.1K 0.47% 41
2024
Q1 		$5.61M Sell
11,345
-58
-0.5% -$29.5K 0.47% 43
2023
Q4 		$6M Buy
11,403
+550
+5% +$293K 0.56% 29
2023
Q3 		$5.47M Buy
10,853
+1,231
+13% +$606K 0.55% 31
2023
Q2 		$4.63M Buy
9,622
+98
+1% +$47.9K 0.45% 40
2023
Q1 		$4.5M Sell
9,524
-1,779
-16% -$858K 0.47% 38
2022
Q4 		$5.99M Buy
11,303
+7,446
+193% +$3.94M 0.67% 24
2022
Q3 		$1.95M Buy
3,857
+117
+3% +$61.5K 0.28% 83
2022
Q2 		$1.92M Sell
3,740
-77
-2% -$38.7K 0.26% 104
2022
Q1 		$1.95M Buy
3,817
+217
+6% +$105K 0.23% 103
2021
Q4 		$1.81M Buy
3,600
+321
+10% +$145K 0.24% 107
2021
Q3 		$1.28M Sell
3,279
-437
-12% -$181K 0.19% 132
2021
Q2 		$1.49M Buy
3,716
+134
+4% +$53.4K 0.25% 100
2021
Q1 		$1.33M Sell
3,582
-284
-7% -$98.4K 0.3% 89
2020
Q4 		$1.36M Buy
3,866
+9
+0.2% +$3.02K 0.36% 74
2020
Q3 		$1.2M Buy
3,857
+312
+9% +$95.8K 0.37% 72
2020
Q2 		$1.05M Sell
3,545
-18
-0.5% -$5.16K 0.37% 73
2020
Q1 		$889K Buy
3,563
+84
+2% +$23.1K 0.38% 73
2019
Q4 		$1.02M Buy
3,479
+76
+2% +$19.9K 0.35% 85
2019
Q3 		$860K Buy
+3,403
New +$821K 0.31% 97

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Nations Financial Group's UNH Position: Q2 2026 in Review

Nations Financial Group reduced its UnitedHealth (UNH) stake by 4.7% in Q2 2026, selling an estimated $49.7K and leaving 2,703 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #353.

Nations Financial Group first reported a position in UNH in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.27M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Nations Financial Group held 2,703 shares of UnitedHealth worth $1.12M as of Q2 2026.
  • Nations Financial Group sold 134 UnitedHealth shares in Q2 2026, an estimated $49.7K.
  • UnitedHealth made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #353 holding.
  • Nations Financial Group first reported a position in UnitedHealth in Q3 2019 and has held it in 28 quarters since.
  • Nations Financial Group's UnitedHealth position peaked at $7.27M in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.