NavPoint Financial’s UnitedHealth UNH Stock Holding History

NavPoint Financial’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	$505K	Sell	1,215 -80	-6%	-$29.7K	0.19%	51
2026 Q1	$350K	Buy	1,295 +1	+0.1%	+$298	0.14%	55
2025 Q4	$427K	Hold	1,294	–	–	0.18%	52
2025 Q3	$447K	Buy	1,294 +1	+0.1%	+$302	0.23%	46
2025 Q2	$404K	Buy	1,293 +78	+6%	+$29.8K	0.24%	46
2025 Q1	$636K	Hold	1,215	–	–	0.45%	32
2024 Q4	$615K	Hold	1,215	–	–	0.49%	31
2024 Q3	$710K	Buy	1,215 +5	+0.4%	+$2.83K	0.57%	30
2024 Q2	$616K	Buy	1,210 +5	+0.4%	+$2.45K	0.54%	30
2024 Q1	$596K	Buy	1,205 +4	+0.3%	+$2.03K	0.52%	30
2023 Q4	$632K	Buy	+1,201	New	+$641K	0.58%	30

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NavPoint Financial's UNH Position: Q2 2026 in Review

NavPoint Financial reduced its UnitedHealth (UNH) stake by 6.2% in Q2 2026, selling an estimated $29.7K and leaving 1,215 shares worth $505K. The position accounts for 0.19% of the portfolio, ranked #51.

NavPoint Financial first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $710K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

NavPoint Financial held 1,215 shares of UnitedHealth worth $505K as of Q2 2026.
NavPoint Financial sold 80 UnitedHealth shares in Q2 2026, an estimated $29.7K.
UnitedHealth made up 0.19% of NavPoint Financial's portfolio in Q2 2026, its #51 holding.
NavPoint Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
NavPoint Financial's UnitedHealth position peaked at $710K in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.