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NorthAvenue LLC’s UnitedHealth UNH Stock Holding History

NorthAvenue LLC’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 		$104K Hold
250
– – 0.07% 45
2026
Q1 		$67.6K Hold
250
– – 0.05% 55
2025
Q4 		$82.5K Buy
+250
New +$84.7K 0.07% 50

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

NorthAvenue LLC's UNH Position: Q2 2026 in Review

NorthAvenue LLC held its UnitedHealth (UNH) position steady in Q2 2026 at 250 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #45.

NorthAvenue LLC first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • NorthAvenue LLC held 250 shares of UnitedHealth worth $104K as of Q2 2026.
  • NorthAvenue LLC left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.07% of NorthAvenue LLC's portfolio in Q2 2026, its #45 holding.
  • NorthAvenue LLC first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.