NW
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
Q2 		$2.06M Buy
4,958
+653
+15% +$242K 0.19% 118
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 $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

Naviter Wealth's UNH Position: Q2 2026 in Review

Naviter Wealth increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $242K and bringing the position to 4,958 shares worth $2.06M. The position accounts for 0.19% of the portfolio, ranked #118.

Naviter Wealth first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.34M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Naviter Wealth held 4,958 shares of UnitedHealth worth $2.06M as of Q2 2026.
  • Naviter Wealth bought 653 UnitedHealth shares in Q2 2026, an estimated $242K.
  • UnitedHealth made up 0.19% of Naviter Wealth's portfolio in Q2 2026, its #118 holding.
  • Naviter Wealth first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's UnitedHealth position peaked at $4.34M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.