New England Capital Financial Advisors’s UnitedHealth UNH Stock Holding History

New England Capital Financial Advisors’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	$367K	Sell	884 -43	-5%	-$15.9K	0.09%	44
2026 Q1	$251K	Buy	927 +2	+0.2%	+$596	0.07%	55
2025 Q4	$305K	Buy	925 +1	+0.1%	+$339	0.12%	49
2025 Q3	$319K	Buy	924 +1	+0.1%	+$302	0.14%	46
2025 Q2	$288K	Buy	923 +2	+0.2%	+$764	0.13%	45
2025 Q1	$482K	Buy	921 +1	+0.1%	+$511	0.25%	31
2024 Q4	$465K	Buy	920 +1	+0.1%	+$568	0.23%	34
2024 Q3	$537K	Hold	919	–	–	0.28%	29
2024 Q2	$468K	Buy	919 +1	+0.1%	+$490	0.26%	29
2024 Q1	$454K	Buy	918 +1	+0.1%	+$508	0.26%	28
2023 Q4	$483K	Buy	917 +1	+0.1%	+$533	0.29%	28
2023 Q3	$462K	Buy	916 +1	+0.1%	+$492	0.32%	27
2023 Q2	$440K	Hold	915	–	–	0.29%	28
2023 Q1	$432K	Buy	915 +1	+0.1%	+$483	0.31%	30
2022 Q4	$445K	Buy	+914	New	+$484K	0.32%	29

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

New England Capital Financial Advisors's UNH Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its UnitedHealth (UNH) stake by 4.6% in Q2 2026, selling an estimated $15.9K and leaving 884 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #44.

New England Capital Financial Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $537K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

New England Capital Financial Advisors held 884 shares of UnitedHealth worth $367K as of Q2 2026.
New England Capital Financial Advisors sold 43 UnitedHealth shares in Q2 2026, an estimated $15.9K.
UnitedHealth made up 0.09% of New England Capital Financial Advisors's portfolio in Q2 2026, its #44 holding.
New England Capital Financial Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's UnitedHealth position peaked at $537K in Q3 2024.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.