NLP
UNH icon

Next Level Private’s UnitedHealth UNH Stock Holding History

Next Level Private’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 		$625K Buy
1,504
+94
+7% +$34.8K 0.12% 106
2026
Q1 		$382K Buy
1,410
+8
+0.6% +$2.38K 0.09% 130
2025
Q4 		$463K Buy
1,402
+163
+13% +$55.2K 0.12% 108
2025
Q3 		$445K Buy
1,239
+218
+21% +$65.9K 0.13% 106
2025
Q2 		$319K Buy
1,021
+634
+164% +$242K 0.1% 115
2025
Q1 		$203K Buy
+387
New +$198K 0.08% 136
2024
Q4 		– Sell
-387
Closed -$226K – 147
2024
Q3 		$226K Buy
+387
New +$219K 0.09% 125
2024
Q2 		– Sell
-1,726
Closed -$854K – 141
2024
Q1 		$854K Buy
+1,726
New +$877K 0.39% 53
2022
Q3 		– Sell
-6,590
Closed -$3.38M – 167
2022
Q2 		$3.38M Buy
+6,590
New +$3.31M 1.29% 15

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Next Level Private's UNH Position: Q2 2026 in Review

Next Level Private increased its UnitedHealth (UNH) stake by 6.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 1,504 shares worth $625K. The position accounts for 0.12% of the portfolio, ranked #106.

Next Level Private first reported a position in UNH in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.38M in Q2 2022. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Next Level Private held 1,504 shares of UnitedHealth worth $625K as of Q2 2026.
  • Next Level Private bought 94 UnitedHealth shares in Q2 2026, an estimated $34.8K.
  • UnitedHealth made up 0.12% of Next Level Private's portfolio in Q2 2026, its #106 holding.
  • Next Level Private first reported a position in UnitedHealth in Q2 2022 and has held it in 9 quarters since.
  • Next Level Private's UnitedHealth position peaked at $3.38M in Q2 2022.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.