Navis Wealth Advisors’s UnitedHealth UNH Stock Holding History

Navis Wealth Advisors’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 Q1	–	Sell	-1,345	Closed	-$444K	–	204
2025 Q4	$444K	Buy	+1,345	New	+$456K	0.19%	111

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Navis Wealth Advisors's UNH Position: Q1 2026 in Review

Navis Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,345 shares — an estimated $444K sold.

Navis Wealth Advisors first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $444K in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Navis Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Navis Wealth Advisors sold 1,345 UnitedHealth shares in Q1 2026, an estimated $444K.
Navis Wealth Advisors first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
Navis Wealth Advisors's UnitedHealth position peaked at $444K in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.