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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
Q1 		– Sell
-1
Closed -$18 – 2871
2025
Q4 		$18 Buy
+1
New +$339 ﹤0.01% 2771

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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. 1,059 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.
  • 1,059 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.