Newton One Investments’s UnitedHealth UNH Stock Holding History

Newton One Investments’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	$262K	Buy	630 +4	+0.6%	+$1.48K	0.07%	38
2026 Q1	$170K	Buy	626 +4	+0.6%	+$1.19K	0.05%	44
2025 Q4	$205K	Buy	622 +4	+0.6%	+$1.36K	0.06%	41
2025 Q3	$213K	Buy	618 +4	+0.7%	+$1.21K	0.06%	40
2025 Q2	$192K	Buy	614 +4	+0.7%	+$1.53K	0.06%	42
2025 Q1	$319K	Sell	610 -1	-0.2%	-$511	0.11%	32
2024 Q4	$309K	Sell	611 -63	-9%	-$35.8K	0.12%	33
2024 Q3	$394K	Buy	674 +3	+0.4%	+$1.7K	0.16%	28
2024 Q2	$342K	Sell	671 -38	-5%	-$18.6K	0.15%	29
2024 Q1	$351K	Buy	709 +2	+0.3%	+$1.02K	0.15%	28
2023 Q4	$372K	Sell	707 -63	-8%	-$33.6K	0.17%	28
2023 Q3	$388K	Buy	770 +3	+0.4%	+$1.48K	0.23%	28
2023 Q2	$369K	Buy	767 +3	+0.4%	+$1.47K	0.21%	28
2023 Q1	$361K	Hold	764	–	–	0.22%	28
2022 Q4	$405K	Hold	764	–	–	0.26%	26
2022 Q3	$386K	Hold	764	–	–	0.27%	25
2022 Q2	$392K	Hold	764	–	–	0.29%	24
2022 Q1	$390K	Hold	764	–	–	0.28%	26
2021 Q4	$384K	Hold	764	–	–	0.27%	26
2021 Q3	$299K	Hold	764	–	–	0.22%	26
2021 Q2	$306K	Buy	+764	New	+$305K	0.24%	25

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Newton One Investments's UNH Position: Q2 2026 in Review

Newton One Investments increased its UnitedHealth (UNH) stake by 0.64% in Q2 2026, buying an estimated $1.48K and bringing the position to 630 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #38.

Newton One Investments first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $405K in Q4 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Newton One Investments held 630 shares of UnitedHealth worth $262K as of Q2 2026.
Newton One Investments bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
UnitedHealth made up 0.07% of Newton One Investments's portfolio in Q2 2026, its #38 holding.
Newton One Investments first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
Newton One Investments's UnitedHealth position peaked at $405K in Q4 2022.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.