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Newbridge Financial Services Group’s UnitedHealth UNH Stock Holding History

Newbridge Financial Services Group’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 		$2.5M Sell
6,007
-428
-7% -$159K 0.31% 71
2026
Q1 		$1.74M Sell
6,435
-1,650
-20% -$491K 0.29% 77
2025
Q4 		$2.67M Buy
8,085
+323
+4% +$109K 0.41% 54
2025
Q3 		$2.68M Buy
7,762
+1,363
+21% +$412K 0.4% 58
2025
Q2 		$2M Buy
6,399
+5,641
+744% +$2.16M 0.32% 62
2025
Q1 		$397K Sell
758
-462
-38% -$236K 0.1% 135
2024
Q4 		$617K Sell
1,220
-40
-3% -$22.7K 0.16% 103
2024
Q3 		$736K Buy
1,260
+385
+44% +$218K 0.26% 78
2024
Q2 		$446K Buy
875
+68
+8% +$33.3K 0.17% 107
2024
Q1 		$399K Sell
807
-327
-29% -$166K 0.17% 120
2023
Q4 		$597K Buy
1,134
+167
+17% +$89.1K 0.29% 81
2023
Q3 		$488K Sell
967
-21
-2% -$10.3K 0.25% 91
2023
Q2 		$475K Sell
988
-48
-5% -$23.5K 0.23% 86
2023
Q1 		$489K Sell
1,036
-272
-21% -$131K 0.26% 83
2022
Q4 		$693K Buy
1,308
+239
+22% +$127K 0.4% 52
2022
Q3 		$540K Buy
1,069
+74
+7% +$38.9K 0.32% 68
2022
Q2 		$511K Buy
995
+111
+13% +$55.7K 0.32% 75
2022
Q1 		$451K Sell
884
-9
-1% -$4.34K 0.22% 95
2021
Q4 		$448K Buy
893
+249
+39% +$113K 0.21% 98
2021
Q3 		$252K Buy
644
+76
+13% +$31.5K 0.16% 145
2021
Q2 		$228K Buy
568
+47
+9% +$18.7K 0.14% 157
2021
Q1 		$194K Buy
521
+74
+17% +$25.6K 0.14% 163
2020
Q4 		$157K Sell
447
-22
-5% -$7.37K 0.13% 165
2020
Q3 		$146K Buy
+469
New +$144K 0.14% 148

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 $3.38T AUM 44.17% 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

Newbridge Financial Services Group's UNH Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its UnitedHealth (UNH) stake by 6.7% in Q2 2026, selling an estimated $159K and leaving 6,007 shares worth $2.5M. The position accounts for 0.31% of the portfolio, ranked #71.

Newbridge Financial Services Group first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.68M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Newbridge Financial Services Group held 6,007 shares of UnitedHealth worth $2.5M as of Q2 2026.
  • Newbridge Financial Services Group sold 428 UnitedHealth shares in Q2 2026, an estimated $159K.
  • UnitedHealth made up 0.31% of Newbridge Financial Services Group's portfolio in Q2 2026, its #71 holding.
  • Newbridge Financial Services Group first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's UnitedHealth position peaked at $2.68M in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.