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New England Research & Management’s UnitedHealth UNH Stock Holding History

New England Research & Management’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 		– Sell
-775
Closed -$256K – 171
2025
Q4 		$256K Sell
775
-550
-42% -$186K 0.11% 133
2025
Q3 		$458K Sell
1,325
-6,795
-84% -$2.06M 0.21% 110
2025
Q2 		$2.53M Buy
+8,120
New +$3.1M 1.2% 23
2024
Q4 		– Sell
-723
Closed -$423K – 180
2024
Q3 		$423K Sell
723
-5,037
-87% -$2.85M 0.2% 122
2024
Q2 		$2.93M Sell
5,760
-170
-3% -$83.3K 1.41% 12
2024
Q1 		$2.93M Buy
5,930
+4,880
+465% +$2.48M 1.44% 13
2023
Q4 		$553K Sell
1,050
-3,410
-76% -$1.82M 0.29% 102
2023
Q3 		$2.25M Buy
4,460
+1,820
+69% +$896K 1.28% 20
2023
Q2 		$1.27M Buy
2,640
+110
+4% +$53.8K 0.74% 57
2023
Q1 		$1.2M Buy
2,530
+1,655
+189% +$799K 0.7% 56
2022
Q4 		$464K Buy
+875
New +$463K 0.27% 112
2021
Q2 		– Sell
-1,965
Closed -$731K – 191
2021
Q1 		$731K Buy
+1,965
New +$681K 0.4% 81
2020
Q1 		– Sell
-1,300
Closed -$382K – 168
2019
Q4 		$382K Sell
1,300
-2,000
-61% -$523K 0.26% 115
2019
Q3 		$717K Sell
3,300
-525
-14% -$127K 0.52% 69
2019
Q2 		$933K Buy
+3,825
New +$920K 0.63% 52

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New England Research & Management's UNH Position: Q1 2026 in Review

New England Research & Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 775 shares — an estimated $256K sold.

New England Research & Management first reported a position in UNH in Q2 2019 and held it in 15 quarters. The position peaked at $2.93M in Q1 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • New England Research & Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • New England Research & Management sold 775 UnitedHealth shares in Q1 2026, an estimated $256K.
  • New England Research & Management first reported a position in UnitedHealth in Q2 2019 and held it in 15 quarters.
  • New England Research & Management's UnitedHealth position peaked at $2.93M in Q1 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on New England Research & Management's 13F filing for Q1 2026, filed 7 May 2026.