NWA
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New World Advisors’s UnitedHealth UNH Stock Holding History

New World 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 		$333K Buy
+800
New +$297K 0.06% 67
2025
Q4 		– Sell
-667
Closed -$230K – 86
2025
Q3 		$230K Sell
667
-283
-30% -$85.6K 0.04% 66
2025
Q2 		$296K Buy
950
+435
+84% +$166K 0.06% 51
2025
Q1 		$270K Buy
515
+74
+17% +$37.8K 0.06% 64
2024
Q4 		$223K Sell
441
-242
-35% -$138K 0.05% 66
2024
Q3 		$399K Sell
683
-36
-5% -$20.4K 0.1% 38
2024
Q2 		$366K Hold
719
– – 0.1% 39
2024
Q1 		$356K Sell
719
-28
-4% -$14.2K 0.1% 48
2023
Q4 		$393K Buy
747
+15
+2% +$8K 0.12% 42
2023
Q3 		$369K Buy
732
+7
+1% +$3.44K 0.13% 34
2023
Q2 		$348K Sell
725
-332
-31% -$162K 0.12% 42
2023
Q1 		$500K Buy
1,057
+267
+34% +$129K 0.19% 19
2022
Q4 		$419K Buy
790
+63
+9% +$33.4K 0.14% 31
2022
Q3 		$367K Buy
727
+85
+13% +$44.7K 0.17% 22
2022
Q2 		$322K Sell
642
-103
-14% -$51.7K 0.17% 36
2022
Q1 		$401K Buy
745
+34
+5% +$16.4K 0.21% 27
2021
Q4 		$357K Hold
711
– – 0.16% 50
2021
Q3 		$319K Buy
+711
New +$294K 0.15% 51

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New World Advisors's UNH Position: Q2 2026 in Review

New World Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 800 shares worth $333K. The stake represents 0.06% of the portfolio and ranks #67 among its holdings. This is a return to the name: New World Advisors previously reported a position in UNH as recently as Q3 2025.

New World Advisors first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. The position peaked at $500K in Q1 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • New World Advisors held 800 shares of UnitedHealth worth $333K as of Q2 2026.
  • UnitedHealth was a new New World Advisors position in Q2 2026.
  • UnitedHealth made up 0.06% of New World Advisors's portfolio in Q2 2026, its #67 holding.
  • New World Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
  • New World Advisors's UnitedHealth position peaked at $500K in Q1 2023.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.