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Norden Group’s UnitedHealth UNH Stock Holding History

Norden Group’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 		$1.81M Buy
4,365
+607
+16% +$225K 0.15% 123
2026
Q1 		$1.02M Sell
3,758
-631
-14% -$188K 0.1% 188
2025
Q4 		$1.45M Buy
4,389
+468
+12% +$159K 0.14% 128
2025
Q3 		$1.35M Buy
3,921
+1,350
+53% +$408K 0.14% 145
2025
Q2 		$802K Sell
2,571
-3,453
-57% -$1.32M 0.09% 229
2025
Q1 		$3.16M Sell
6,024
-979
-14% -$500K 0.36% 58
2024
Q4 		$3.54M Sell
7,003
-1,847
-21% -$1.05M 0.4% 57
2024
Q3 		$5.18M Buy
8,850
+2,770
+46% +$1.57M 0.61% 36
2024
Q2 		$3.1M Buy
6,080
+820
+16% +$402K 0.63% 36
2024
Q1 		$2.6M Buy
5,260
+850
+19% +$432K 0.53% 41
2023
Q4 		$2.32M Sell
4,410
-1,973
-31% -$1.05M 0.4% 23
2023
Q3 		$3.22M Buy
+6,383
New +$3.14M 1.06% 17

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

Norden Group's UNH Position: Q2 2026 in Review

Norden Group increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $225K and bringing the position to 4,365 shares worth $1.81M. The position accounts for 0.15% of the portfolio, ranked #123.

Norden Group first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.18M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Norden Group held 4,365 shares of UnitedHealth worth $1.81M as of Q2 2026.
  • Norden Group bought 607 UnitedHealth shares in Q2 2026, an estimated $225K.
  • UnitedHealth made up 0.15% of Norden Group's portfolio in Q2 2026, its #123 holding.
  • Norden Group first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • Norden Group's UnitedHealth position peaked at $5.18M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.