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New Covenant Trust Company’s UnitedHealth UNH Stock Holding History

New Covenant Trust Company’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
Q3 		$490K Buy
1,335
+159
+14% +$64K 0.34% 51
2026
Q2 		$489K Buy
1,176
+60
+5% +$22.2K 0.37% 48
2026
Q1 		$302K Buy
1,116
+87
+8% +$25.9K 0.27% 67
2025
Q4 		$346K Buy
1,029
+14
+1% +$4.74K 0.31% 50
2025
Q3 		$350K Sell
1,015
-26
-2% -$7.86K 0.33% 49
2025
Q2 		$322K Sell
1,041
-60
-5% -$22.9K 0.29% 51
2025
Q1 		$568K Sell
1,101
-54
-5% -$27.6K 0.6% 30
2024
Q4 		$587K Sell
1,155
-24
-2% -$13.6K 0.58% 33
2024
Q3 		$686K Buy
1,179
+158
+15% +$89.4K 0.66% 28
2024
Q2 		$577K Sell
1,021
-63
-6% -$30.9K 0.66% 28
2024
Q1 		$536K Buy
+1,084
New +$551K 0.54% 28

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

New Covenant Trust Company's UNH Position: Q3 2026 in Review

New Covenant Trust Company increased its UnitedHealth (UNH) stake by 14% in Q3 2026, buying an estimated $64K and bringing the position to 1,335 shares worth $490K. The position accounts for 0.34% of the portfolio, ranked #51.

New Covenant Trust Company first reported a position in UNH in Q1 2024 and has held it in 11 quarters since. The position peaked at $686K in Q3 2024. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • New Covenant Trust Company held 1,335 shares of UnitedHealth worth $490K as of Q3 2026.
  • New Covenant Trust Company bought 159 UnitedHealth shares in Q3 2026, an estimated $64K.
  • UnitedHealth made up 0.34% of New Covenant Trust Company's portfolio in Q3 2026, its #51 holding.
  • New Covenant Trust Company first reported a position in UnitedHealth in Q1 2024 and has held it in 11 quarters since.
  • New Covenant Trust Company's UnitedHealth position peaked at $686K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.