Navigation Group’s UnitedHealth UNH Stock Holding History

Navigation 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	$645K	Buy	1,553 +4	+0.3%	+$1.48K	0.13%	75
2026 Q1	$419K	Buy	+1,549	New	+$461K	0.1%	91

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Navigation Group's UNH Position: Q2 2026 in Review

Navigation Group increased its UnitedHealth (UNH) stake by 0.26% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,553 shares worth $645K. The position accounts for 0.13% of the portfolio, ranked #75.

Navigation Group first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Navigation Group held 1,553 shares of UnitedHealth worth $645K as of Q2 2026.
Navigation Group bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
UnitedHealth made up 0.13% of Navigation Group's portfolio in Q2 2026, its #75 holding.
Navigation Group first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Navigation Group's 13F filing for Q2 2026, filed 29 Jul 2026.