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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
Q2 		$462K Sell
1,113
-9
-0.8% -$3.34K 0.03% 212
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 $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

NFP Retirement Inc's UNH Position: Q2 2026 in Review

NFP Retirement Inc reduced its UnitedHealth (UNH) stake by 0.8% in Q2 2026, selling an estimated $3.34K and leaving 1,113 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #212.

NFP Retirement Inc first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $770K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • NFP Retirement Inc held 1,113 shares of UnitedHealth worth $462K as of Q2 2026.
  • NFP Retirement Inc sold 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
  • UnitedHealth made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #212 holding.
  • NFP Retirement Inc first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • NFP Retirement Inc's UnitedHealth position peaked at $770K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.