Nisa Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.6M | Buy |
249,898
+3,931
| +2% | +$1.17M | 0.25% | 45 |
|
|
2025
Q4 | $81.2M | Sell |
245,967
-463
| -0.2% | -$157K | 0.27% | 40 |
|
|
2025
Q3 | $85.1M | Sell |
246,430
-5,348
| -2% | -$1.62M | 0.33% | 31 |
|
|
2025
Q2 | $78.5M | Sell |
251,778
-16,233
| -6% | -$6.2M | 0.35% | 36 |
|
|
2025
Q1 | $140M | Buy |
268,011
+3,541
| +1% | +$1.81M | 0.7% | 16 |
|
|
2024
Q4 | $134M | Sell |
264,470
-20,699
| -7% | -$11.8M | 0.52% | 24 |
|
|
2024
Q3 | $167M | Buy |
285,169
+21,074
| +8% | +$11.9M | 0.99% | 11 |
|
|
2024
Q2 | $134M | Sell |
264,095
-18,786
| -7% | -$9.21M | 0.85% | 13 |
|
|
2024
Q1 | $140M | Sell |
282,881
-4,916
| -2% | -$2.5M | 0.91% | 13 |
|
|
2023
Q4 | $152M | Buy |
287,797
+2,461
| +0.9% | +$1.31M | 1.07% | 10 |
|
|
2023
Q3 | $144M | Sell |
285,336
-3,403
| -1% | -$1.67M | 1.1% | 10 |
|
|
2023
Q2 | $139M | Buy |
288,739
+675
| +0.2% | +$330K | 1.02% | 10 |
|
|
2023
Q1 | $136M | Sell |
288,064
-17,947
| -6% | -$8.66M | 1.07% | 7 |
|
|
2022
Q4 | $162M | Sell |
306,011
-8,147
| -3% | -$4.32M | 1.28% | 4 |
|
|
2022
Q3 | $159M | Sell |
314,158
-2,370
| -0.7% | -$1.25M | 1.35% | 7 |
|
|
2022
Q2 | $163M | Sell |
316,528
-3,463
| -1% | -$1.74M | 1.42% | 6 |
|
|
2022
Q1 | $163M | Sell |
319,991
-57,528
| -15% | -$27.7M | 1.15% | 10 |
|
|
2021
Q4 | $178M | Buy |
377,519
+34,394
| +10% | +$15.6M | 1.34% | 8 |
|
|
2021
Q3 | $134K | Sell |
343,125
-20,613
| -6% | -$8.54M | 0.81% | 13 |
|
|
2021
Q2 | $146K | Sell |
363,738
-17,115
| -4% | -$6.82M | 0.91% | 12 |
|
|
2021
Q1 | $142K | Sell |
380,853
-27,765
| -7% | -$9.62M | 0.9% | 11 |
|
|
2020
Q4 | $143M | Buy |
408,618
+17,542
| +4% | +$5.88M | 0.92% | 12 |
|
|
2020
Q3 | $122M | Sell |
391,076
-6,460
| -2% | -$1.98M | 0.98% | 12 |
|
|
2020
Q2 | $117M | Buy |
397,536
+10,926
| +3% | +$3.13M | 1.08% | 9 |
|
|
2020
Q1 | $96.4M | Sell |
386,610
-13
| -0% | -$3.58K | 1.07% | 12 |
|
|
2019
Q4 | $114M | Sell |
386,623
-10,886
| -3% | -$2.85M | 0.97% | 12 |
|
|
2019
Q3 | $86.4M | Sell |
397,509
-4,446
| -1% | -$1.07M | 0.77% | 23 |
|
|
2019
Q2 | $98.1M | Sell |
401,955
-24,054
| -6% | -$5.79M | 0.93% | 17 |
|
|
2019
Q1 | $105M | Sell |
426,009
-519
| -0.1% | -$132K | 1.03% | 11 |
|
|
2018
Q4 | $106M | Sell |
426,528
-19,643
| -4% | -$5.19M | 1.18% | 9 |
|
|
2018
Q3 | $119M | Buy |
446,171
+65,860
| +17% | +$17.1M | 1.08% | 11 |
|
|
2018
Q2 | $93.3M | Sell |
380,311
-4,748
| -1% | -$1.14M | 0.96% | 12 |
|
|
2018
Q1 | $83.2M | Sell |
385,059
-12,778
| -3% | -$2.92M | 0.87% | 18 |
|
|
2017
Q4 | $87.7M | Sell |
397,837
-8,266
| -2% | -$1.75M | 0.9% | 17 |
|
|
2017
Q3 | $79.5M | Buy |
406,103
+15,226
| +4% | +$2.94M | 0.89% | 16 |
|
|
2017
Q2 | $72M | Buy |
390,877
+7,648
| +2% | +$1.34M | 0.85% | 19 |
|
|
2017
Q1 | $62.9M | Sell |
383,229
-2,652
| -0.7% | -$434K | 0.75% | 25 |
|
|
2016
Q4 | $61.8M | Sell |
385,881
-2,275
| -0.6% | -$340K | 0.75% | 23 |
|
|
2016
Q3 | $54.3M | Sell |
388,156
-2,349
| -0.6% | -$329K | 0.7% | 28 |
|
|
2016
Q2 | $55.1M | Buy |
390,505
+15,913
| +4% | +$2.12M | 0.74% | 26 |
|
|
2016
Q1 | $48.3M | Buy |
374,592
+1,800
| +0.5% | +$213K | 0.69% | 28 |
|
|
2015
Q4 | $43.9M | Sell |
372,792
-2,500
| -0.7% | -$292K | 0.63% | 32 |
|
|
2015
Q3 | $43.5M | Sell |
375,292
-26,055
| -6% | -$3.12M | 0.67% | 29 |
|
|
2015
Q2 | $49M | Sell |
401,347
-321
| -0.1% | -$38K | 0.69% | 26 |
|
|
2015
Q1 | $47.5M | Sell |
401,668
-12,550
| -3% | -$1.39M | 0.65% | 30 |
|
|
2014
Q4 | $41.9M | Sell |
414,218
-43,482
| -10% | -$4.12M | 0.58% | 34 |
|
|
2014
Q3 | $39.5M | Sell |
457,700
-14,600
| -3% | -$1.23M | 0.55% | 36 |
|
|
2014
Q2 | $38.6M | Sell |
472,300
-30,455
| -6% | -$2.4M | 0.54% | 37 |
|
|
2014
Q1 | $41.2M | Sell |
502,755
-1,295
| -0.3% | -$97.5K | 0.58% | 33 |
|
|
2013
Q4 | $38M | Sell |
504,050
-16,264
| -3% | -$1.17M | 0.54% | 38 |
|
|
2013
Q3 | $37.3M | Sell |
520,314
-19,275
| -4% | -$1.38M | 0.57% | 34 |
|
|
2013
Q2 | $35.3M | Buy |
+539,589
| New | +$33.6M | 0.55% | 34 |
|
Other funds holding UNH
VCM
VPM
Nisa Investment Advisors's UNH Position: Q1 2026 in Review
Nisa Investment Advisors increased its UnitedHealth (UNH) stake by 1.6% in Q1 2026, buying an estimated $1.17M and bringing the position to 249,898 shares worth $67.6M. The position accounts for 0.25% of the portfolio, ranked #45.
Nisa Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $178M in Q4 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Nisa Investment Advisors held 249,898 shares of UnitedHealth worth $67.6M as of Q1 2026.
- Nisa Investment Advisors bought 3,931 UnitedHealth shares in Q1 2026, an estimated $1.17M.
- UnitedHealth made up 0.25% of Nisa Investment Advisors's portfolio in Q1 2026, its #45 holding.
- Nisa Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Nisa Investment Advisors's UnitedHealth position peaked at $178M in Q4 2021.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.