Navalign LLC’s UnitedHealth UNH Stock Holding History

Navalign LLC’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 Q3	$412K	Hold	1,122	–	–	0.09%	93
2026 Q2	$466K	Buy	1,122 +1	+0.1%	+$371	0.11%	92
2026 Q1	$303K	Sell	1,121 -28	-2%	-$8.34K	0.08%	105
2025 Q4	$379K	Hold	1,149	–	–	0.09%	98
2025 Q3	$397K	Sell	1,149 -10	-0.9%	-$3.02K	0.1%	96
2025 Q2	$361K	Buy	1,159 +78	+7%	+$29.8K	0.1%	92
2025 Q1	$566K	Hold	1,081	–	–	0.16%	83
2024 Q4	$547K	Buy	1,081 +4	+0.4%	+$2.27K	0.16%	83
2024 Q3	$630K	Sell	1,077 -13	-1%	-$7.35K	0.19%	80
2024 Q2	$555K	Hold	1,090	–	–	0.18%	83
2024 Q1	$539K	Sell	1,090 -21	-2%	-$10.7K	0.18%	85
2023 Q4	$585K	Sell	1,111 -88	-7%	-$46.9K	0.2%	88
2023 Q3	$605K	Buy	+1,199	New	+$590K	0.23%	86

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Navalign LLC's UNH Position: Q3 2026 in Review

Navalign LLC held its UnitedHealth (UNH) position steady in Q3 2026 at 1,122 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #93.

Navalign LLC first reported a position in UNH in Q3 2023 and has held it in 13 quarters since. The position peaked at $630K in Q3 2024. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Navalign LLC held 1,122 shares of UnitedHealth worth $412K as of Q3 2026.
Navalign LLC left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.09% of Navalign LLC's portfolio in Q3 2026, its #93 holding.
Navalign LLC first reported a position in UnitedHealth in Q3 2023 and has held it in 13 quarters since.
Navalign LLC's UnitedHealth position peaked at $630K in Q3 2024.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.