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NCP Inc’s UnitedHealth UNH Stock Holding History

NCP Inc’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 		$312K Sell
750
-1,200
-62% -$445K 0.43% 27
2026
Q1 		$528K Sell
1,950
-1,766
-48% -$526K 0.88% 23
2025
Q4 		$1.23M Buy
3,716
+1,535
+70% +$520K 0.99% 25
2025
Q3 		$753K Buy
2,181
+1,205
+123% +$364K 0.56% 31
2025
Q2 		$304K Buy
976
+950
+3,654% +$363K 0.29% 41
2025
Q1 		$13.5K Hold
26
– – 0.02% 93
2024
Q4 		$13K Hold
26
– – 0.01% 98
2024
Q3 		$15K Sell
26
-20
-43% -$11.3K 0.01% 90
2024
Q2 		$23.2K Hold
46
– – 0.01% 81
2024
Q1 		$22.4K Buy
+46
New +$23.4K 0.02% 81

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

NCP Inc's UNH Position: Q2 2026 in Review

NCP Inc reduced its UnitedHealth (UNH) stake by 62% in Q2 2026, selling an estimated $445K and leaving 750 shares worth $312K. The position accounts for 0.43% of the portfolio, ranked #27.

NCP Inc first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q4 2025. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • NCP Inc held 750 shares of UnitedHealth worth $312K as of Q2 2026.
  • NCP Inc sold 1,200 UnitedHealth shares in Q2 2026, an estimated $445K.
  • UnitedHealth made up 0.43% of NCP Inc's portfolio in Q2 2026, its #27 holding.
  • NCP Inc first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • NCP Inc's UnitedHealth position peaked at $1.23M in Q4 2025.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NCP Inc's 13F filing for Q2 2026, filed 13 Aug 2026.