North Ridge Wealth Advisors’s UnitedHealth UNH Stock Holding History

North Ridge Wealth Advisors’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	$412K	Hold	1,523	–	–	0.23%	36
2025 Q4	$503K	Hold	1,523	–	–	0.28%	34
2025 Q3	$526K	Hold	1,523	–	–	0.3%	31
2025 Q2	$475K	Sell	1,523 -360	-19%	-$138K	0.29%	31
2025 Q1	$986K	Sell	1,883 -111	-6%	-$56.7K	0.66%	22
2024 Q4	$1.01M	Sell	1,994 -50	-2%	-$28.4K	0.7%	22
2024 Q3	$1.2M	Hold	2,044	–	–	0.81%	21
2024 Q2	$1.04M	Sell	2,044 -125	-6%	-$61.3K	0.79%	21
2024 Q1	$1.07M	Sell	2,169 -105	-5%	-$53.4K	0.83%	21
2023 Q4	$1.2M	Sell	2,274 -56	-2%	-$29.9K	1%	20
2023 Q3	$1.17M	Hold	2,330	–	–	1.14%	18
2023 Q2	$1.12M	Hold	2,330	–	–	1.07%	18
2023 Q1	$1.1M	Buy	+2,330	New	+$1.12M	1.1%	17

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

North Ridge Wealth Advisors's UNH Position: Q1 2026 in Review

North Ridge Wealth Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 1,523 shares worth $412K. The position accounts for 0.23% of the portfolio, ranked #36.

North Ridge Wealth Advisors first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

North Ridge Wealth Advisors held 1,523 shares of UnitedHealth worth $412K as of Q1 2026.
North Ridge Wealth Advisors left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.23% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #36 holding.
North Ridge Wealth Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's UnitedHealth position peaked at $1.2M in Q4 2023.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.