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NFP Retirement Inc’s UnitedHealth UNH Stock Holding History

NFP Retirement Inc’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 		$304K Buy
1,122
+20
+2% +$5.96K 0.02% 253
2025
Q4 		$364K Sell
1,102
-465
-30% -$158K 0.02% 232
2025
Q3 		$541K Sell
1,567
-35
-2% -$10.6K 0.03% 188
2025
Q2 		$500K Buy
1,602
+400
+33% +$153K 0.03% 204
2025
Q1 		$630K Sell
1,202
-52
-4% -$26.6K 0.05% 155
2024
Q4 		$634K Sell
1,254
-63
-5% -$35.8K 0.05% 159
2024
Q3 		$770K Buy
1,317
+3
+0.2% +$1.7K 0.06% 139
2024
Q2 		$671K Buy
1,314
+16
+1% +$7.84K 0.06% 153
2024
Q1 		$643K Buy
1,298
+19
+1% +$9.66K 0.06% 154
2023
Q4 		$674K Buy
1,279
+178
+16% +$94.9K 0.11% 122
2023
Q3 		$555K Buy
1,101
+13
+1% +$6.4K 0.11% 137
2023
Q2 		$523K Sell
1,088
-25
-2% -$12.2K 0.1% 147
2023
Q1 		$526K Buy
1,113
+1
+0.1% +$483 0.1% 151
2022
Q4 		$590K Hold
1,112
– – 0.13% 130
2022
Q3 		$562K Sell
1,112
-5
-0.4% -$2.63K 0.14% 127
2022
Q2 		$574K Buy
1,117
+1
+0.1% +$502 0.15% 120
2022
Q1 		$569K Buy
1,116
+442
+66% +$213K 0.13% 122
2021
Q4 		$338K Buy
674
+1
+0.1% +$453 0.12% 106
2021
Q3 		$263K Buy
673
+1
+0.1% +$414 0.11% 113
2021
Q2 		$269K Buy
672
+1
+0.1% +$399 0.1% 117
2021
Q1 		$250K Buy
671
+2
+0.3% +$693 0.11% 114
2020
Q4 		$235K Hold
669
– – 0.15% 109
2020
Q3 		$208K Sell
669
-86
-11% -$26.4K 0.14% 104
2020
Q2 		$223K Buy
+755
New +$216K 0.16% 93

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

NFP Retirement Inc's UNH Position: Q1 2026 in Review

NFP Retirement Inc increased its UnitedHealth (UNH) stake by 1.8% in Q1 2026, buying an estimated $5.96K and bringing the position to 1,122 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #253.

NFP Retirement Inc first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $770K in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • NFP Retirement Inc held 1,122 shares of UnitedHealth worth $304K as of Q1 2026.
  • NFP Retirement Inc bought 20 UnitedHealth shares in Q1 2026, an estimated $5.96K.
  • UnitedHealth made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #253 holding.
  • NFP Retirement Inc first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • NFP Retirement Inc's UnitedHealth position peaked at $770K in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.