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North Star Asset Management’s UnitedHealth UNH Stock Holding History

North Star Asset Management’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 		$7.4M Buy
27,333
+1,083
+4% +$323K 0.32% 87
2025
Q4 		$8.67M Sell
26,250
-4,215
-14% -$1.43M 0.35% 81
2025
Q3 		$10.5M Buy
30,465
+2,254
+8% +$682K 0.43% 75
2025
Q2 		$8.8M Buy
28,211
+2,919
+12% +$1.12M 0.37% 80
2025
Q1 		$13.2M Buy
25,292
+845
+3% +$432K 0.6% 58
2024
Q4 		$12.4M Buy
24,447
+1,023
+4% +$581K 0.55% 63
2024
Q3 		$13.7M Buy
23,424
+671
+3% +$380K 0.61% 59
2024
Q2 		$11.6M Buy
22,753
+2,938
+15% +$1.44M 0.55% 63
2024
Q1 		$9.8M Buy
19,815
+3,469
+21% +$1.76M 0.46% 74
2023
Q4 		$8.61M Buy
16,346
+667
+4% +$356K 0.44% 77
2023
Q3 		$7.91M Buy
15,679
+3,280
+26% +$1.61M 0.45% 74
2023
Q2 		$5.96M Buy
12,399
+10,046
+427% +$4.91M 0.33% 80
2023
Q1 		$1.11M Sell
2,353
-25
-1% -$12.1K 0.07% 155
2022
Q4 		$1.26M Sell
2,378
-9
-0.4% -$4.77K 0.08% 149
2022
Q3 		$1.21M Buy
2,387
+18
+0.8% +$9.46K 0.08% 142
2022
Q2 		$1.22M Sell
2,369
-10
-0.4% -$5.02K 0.08% 146
2022
Q1 		$1.21M Sell
2,379
-66
-3% -$31.8K 0.07% 151
2021
Q4 		$1.23M Buy
2,445
+150
+7% +$67.9K 0.06% 156
2021
Q3 		$897K Buy
2,295
+240
+12% +$99.4K 0.05% 166
2021
Q2 		$822K Buy
2,055
+20
+1% +$7.97K 0.05% 171
2021
Q1 		$757K Hold
2,035
– – 0.05% 176
2020
Q4 		$714K Buy
2,035
+300
+17% +$101K 0.05% 169
2020
Q3 		$541K Hold
1,735
– – 0.04% 176
2020
Q2 		$512K Sell
1,735
-41
-2% -$11.7K 0.04% 178
2020
Q1 		$443K Sell
1,776
-75
-4% -$20.6K 0.04% 183
2019
Q4 		$544K Sell
1,851
-50
-3% -$13.1K 0.04% 196
2019
Q3 		$413K Buy
1,901
+75
+4% +$18.1K 0.03% 207
2019
Q2 		$445K Buy
1,826
+118
+7% +$28.4K 0.03% 202
2019
Q1 		$422K Buy
1,708
+78
+5% +$19.9K 0.03% 208
2018
Q4 		$406K Hold
1,630
– – 0.04% 206
2018
Q3 		$434K Sell
1,630
-78
-5% -$20.3K 0.03% 213
2018
Q2 		$419K Sell
1,708
-72
-4% -$17.3K 0.04% 215
2018
Q1 		$381K Sell
1,780
-15
-0.8% -$3.43K 0.03% 218
2017
Q4 		$396K Sell
1,795
-9,356
-84% -$1.98M 0.04% 214
2017
Q3 		$2.18M Sell
11,151
-6
-0.1% -$1.16K 0.22% 106
2017
Q2 		$2.07M Hold
11,157
– – 0.21% 111
2017
Q1 		$1.83M Sell
11,157
-49
-0.4% -$8.03K 0.19% 115
2016
Q4 		$1.79M Hold
11,206
– – 0.2% 116
2016
Q3 		$1.57M Sell
11,206
-27
-0.2% -$3.78K 0.18% 117
2016
Q2 		$1.59M Sell
11,233
-40
-0.4% -$5.33K 0.18% 114
2016
Q1 		$1.45M Buy
11,273
+18
+0.2% +$2.13K 0.17% 118
2015
Q4 		$1.32M Sell
11,255
-308
-3% -$36K 0.16% 128
2015
Q3 		$1.34M Hold
11,563
– – 0.17% 128
2015
Q2 		$1.41M Sell
11,563
-307
-3% -$36.3K 0.16% 130
2015
Q1 		$1.41M Sell
11,870
-253
-2% -$28.1K 0.16% 134
2014
Q4 		$1.23M Buy
12,123
+157
+1% +$14.9K 0.14% 137
2014
Q3 		$1.03M Hold
11,966
– – 0.12% 142
2014
Q2 		$978K Hold
11,966
– – 0.11% 147
2014
Q1 		$981K Sell
11,966
-32
-0.3% -$2.41K 0.12% 146
2013
Q4 		$903K Buy
11,998
+95
+0.8% +$6.83K 0.11% 152
2013
Q3 		$852K Buy
11,903
+87
+0.7% +$6.23K 0.11% 150
2013
Q2 		$774K Buy
+11,816
New +$735K 0.11% 150

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

North Star Asset Management's UNH Position: Q1 2026 in Review

North Star Asset Management increased its UnitedHealth (UNH) stake by 4.1% in Q1 2026, buying an estimated $323K and bringing the position to 27,333 shares worth $7.4M. The position accounts for 0.32% of the portfolio, ranked #87.

North Star Asset Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.7M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • North Star Asset Management held 27,333 shares of UnitedHealth worth $7.4M as of Q1 2026.
  • North Star Asset Management bought 1,083 UnitedHealth shares in Q1 2026, an estimated $323K.
  • UnitedHealth made up 0.32% of North Star Asset Management's portfolio in Q1 2026, its #87 holding.
  • North Star Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • North Star Asset Management's UnitedHealth position peaked at $13.7M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.