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NBC Securities’s UnitedHealth UNH Stock Holding History

NBC Securities’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 		$1.45M Sell
3,488
-68
-2% -$25.2K 0.1% 226
2026
Q1 		$962K Buy
3,556
+356
+11% +$106K 0.07% 290
2025
Q4 		$1.06M Sell
3,200
-198
-6% -$67.1K 0.08% 265
2025
Q3 		$1.17M Sell
3,398
-2,875
-46% -$870K 0.09% 240
2025
Q2 		$1.96M Sell
6,273
-1,562
-20% -$597K 0.16% 150
2025
Q1 		$4.1M Buy
7,835
+7,824
+71,127% +$4M 0.35% 52
2024
Q4 		$5.75K Sell
11
-11,595
-100% -$6.59M 0.53% 28
2024
Q3 		$6.79M Buy
11,606
+9
+0.1% +$5.09K 0.57% 21
2024
Q2 		$5.91M Sell
11,597
-153
-1% -$75K 0.54% 26
2024
Q1 		$5.81M Sell
11,750
-170
-1% -$86.4K 0.55% 26
2023
Q4 		$6.28M Sell
11,920
-147
-1% -$78.4K 0.63% 20
2023
Q3 		$6.08M Buy
+12,067
New +$5.94M 0.67% 20

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NBC Securities's UNH Position: Q2 2026 in Review

NBC Securities reduced its UnitedHealth (UNH) stake by 1.9% in Q2 2026, selling an estimated $25.2K and leaving 3,488 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #226.

NBC Securities first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.79M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • NBC Securities held 3,488 shares of UnitedHealth worth $1.45M as of Q2 2026.
  • NBC Securities sold 68 UnitedHealth shares in Q2 2026, an estimated $25.2K.
  • UnitedHealth made up 0.1% of NBC Securities's portfolio in Q2 2026, its #226 holding.
  • NBC Securities first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's UnitedHealth position peaked at $6.79M in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.