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UNH icon

Naviter Wealth’s UnitedHealth UNH Stock Holding History

Naviter Wealth’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 		$1.16M Buy
4,305
+241
+6% +$71.8K 0.15% 147
2025
Q4 		$1.34M Sell
4,064
-1,342
-25% -$455K 0.17% 138
2025
Q3 		$1.87M Sell
5,406
-2,800
-34% -$847K 0.22% 121
2025
Q2 		$2.56M Sell
8,206
-198
-2% -$75.7K 0.32% 83
2025
Q1 		$4.34M Buy
8,404
+331
+4% +$169K 0.53% 46
2024
Q4 		$4.08M Buy
8,073
+1,404
+21% +$798K 0.49% 45
2024
Q3 		$3.9M Sell
6,669
-702
-10% -$397K 0.54% 47
2024
Q2 		$3.75M Buy
7,371
+276
+4% +$135K 0.56% 41
2024
Q1 		$3.51M Buy
7,095
+968
+16% +$492K 0.57% 39
2023
Q4 		$3.23M Buy
6,127
+1,466
+31% +$782K 0.65% 35
2023
Q3 		$2.35M Buy
4,661
+153
+3% +$75.3K 0.57% 39
2023
Q2 		$2.17M Buy
4,508
+789
+21% +$386K 0.55% 40
2023
Q1 		$1.76M Buy
3,719
+650
+21% +$314K 0.61% 34
2022
Q4 		$1.51M Buy
3,069
+449
+17% +$238K 0.41% 53
2022
Q3 		$1.32M Buy
2,620
+140
+6% +$73.6K 0.54% 34
2022
Q2 		$1.27M Buy
+2,480
New +$1.25M 0.52% 34

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Naviter Wealth's UNH Position: Q1 2026 in Review

Naviter Wealth increased its UnitedHealth (UNH) stake by 5.9% in Q1 2026, buying an estimated $71.8K and bringing the position to 4,305 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #147.

Naviter Wealth first reported a position in UNH in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.34M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Naviter Wealth held 4,305 shares of UnitedHealth worth $1.16M as of Q1 2026.
  • Naviter Wealth bought 241 UnitedHealth shares in Q1 2026, an estimated $71.8K.
  • UnitedHealth made up 0.15% of Naviter Wealth's portfolio in Q1 2026, its #147 holding.
  • Naviter Wealth first reported a position in UnitedHealth in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's UnitedHealth position peaked at $4.34M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.