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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
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 $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

Norden Group's UNH Position: Q1 2026 in Review

Norden Group reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $188K and leaving 3,758 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #188.

Norden Group first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.18M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Norden Group held 3,758 shares of UnitedHealth worth $1.02M as of Q1 2026.
  • Norden Group sold 631 UnitedHealth shares in Q1 2026, an estimated $188K.
  • UnitedHealth made up 0.1% of Norden Group's portfolio in Q1 2026, its #188 holding.
  • Norden Group first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
  • Norden Group's UnitedHealth position peaked at $5.18M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.