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Navigoe Wealth Management’s UnitedHealth UNH Stock Holding History

Navigoe Wealth Management’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 		$3K Buy
+8
New +$2.96K ﹤0.01% 196
2026
Q1 		– Sell
-54
Closed -$17K – 268
2025
Q4 		$17K Hold
54
– – 0.01% 119
2025
Q3 		$18K Buy
+54
New +$16.3K 0.01% 119

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Navigoe Wealth Management's UNH Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 8 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in UNH as recently as Q4 2025.

Navigoe Wealth Management first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $18K in Q3 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Navigoe Wealth Management held 8 shares of UnitedHealth worth $3K as of Q2 2026.
  • UnitedHealth was a new Navigoe Wealth Management position in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Navigoe Wealth Management first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's UnitedHealth position peaked at $18K in Q3 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.