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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Navalign LLC's UNH Position: Q2 2026 in Review

Navalign LLC increased its UnitedHealth (UNH) stake by 0.09% in Q2 2026, buying an estimated $371 and bringing the position to 1,122 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #92.

Navalign LLC first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $630K in Q3 2024. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Navalign LLC held 1,122 shares of UnitedHealth worth $466K as of Q2 2026.
Navalign LLC bought 1 UnitedHealth share in Q2 2026, an estimated $371.
UnitedHealth made up 0.11% of Navalign LLC's portfolio in Q2 2026, its #92 holding.
Navalign LLC first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Navalign LLC's UnitedHealth position peaked at $630K in Q3 2024.
1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.