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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NCP Inc's UNH Position: Q1 2026 in Review

NCP Inc reduced its UnitedHealth (UNH) stake by 48% in Q1 2026, selling an estimated $526K and leaving 1,950 shares worth $528K. The position accounts for 0.88% of the portfolio, ranked #23.

NCP Inc first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

NCP Inc held 1,950 shares of UnitedHealth worth $528K as of Q1 2026.
NCP Inc sold 1,766 UnitedHealth shares in Q1 2026, an estimated $526K.
UnitedHealth made up 0.88% of NCP Inc's portfolio in Q1 2026, its #23 holding.
NCP Inc first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
NCP Inc's UnitedHealth position peaked at $1.23M in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on NCP Inc's 13F filing for Q1 2026, filed 8 May 2026.