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Natural Investments’s UnitedHealth UNH Stock Holding History

Natural Investments’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 		$295K Sell
711
-1,501
-68% -$556K 0.06% 231
2026
Q1 		$598K Sell
2,212
-111
-5% -$33.1K 0.15% 134
2025
Q4 		$766K Sell
2,323
-174
-7% -$59K 0.19% 109
2025
Q3 		$862K Sell
2,497
-17
-0.7% -$5.14K 0.21% 99
2025
Q2 		$784K Buy
2,514
+215
+9% +$82.2K 0.2% 105
2025
Q1 		$1.2M Sell
2,299
-120
-5% -$61.3K 0.34% 78
2024
Q4 		$1.22M Buy
+2,419
New +$1.37M 0.34% 78

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Natural Investments's UNH Position: Q2 2026 in Review

Natural Investments reduced its UnitedHealth (UNH) stake by 68% in Q2 2026, selling an estimated $556K and leaving 711 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #231.

Natural Investments first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2024. 1,872 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Natural Investments held 711 shares of UnitedHealth worth $295K as of Q2 2026.
  • Natural Investments sold 1,501 UnitedHealth shares in Q2 2026, an estimated $556K.
  • UnitedHealth made up 0.06% of Natural Investments's portfolio in Q2 2026, its #231 holding.
  • Natural Investments first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's UnitedHealth position peaked at $1.22M in Q4 2024.
  • 1,872 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.