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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New Covenant Trust Company's UNH Position: Q2 2026 in Review

New Covenant Trust Company increased its UnitedHealth (UNH) stake by 5.4% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,176 shares worth $489K. The position accounts for 0.37% of the portfolio, ranked #48.

New Covenant Trust Company first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $686K in Q3 2024. 1,061 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

New Covenant Trust Company held 1,176 shares of UnitedHealth worth $489K as of Q2 2026.
New Covenant Trust Company bought 60 UnitedHealth shares in Q2 2026, an estimated $22.2K.
UnitedHealth made up 0.37% of New Covenant Trust Company's portfolio in Q2 2026, its #48 holding.
New Covenant Trust Company first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
New Covenant Trust Company's UnitedHealth position peaked at $686K in Q3 2024.
1,061 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.