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Northcape Wealth Management’s UnitedHealth UNH Stock Holding History

Northcape Wealth 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
Q2 		$272K Buy
+654
New +$242K 0.07% 126
2025
Q3 		– Sell
-8,347
Closed -$2.6M – 144
2025
Q2 		$2.6M Buy
8,347
+3,944
+90% +$1.51M 0.79% 40
2025
Q1 		$2.31M Buy
4,403
+58
+1% +$29.6K 0.74% 44
2024
Q4 		$2.2M Buy
4,345
+37
+0.9% +$21K 0.71% 46
2024
Q3 		$2.52M Buy
4,308
+31
+0.7% +$17.5K 0.83% 43
2024
Q2 		$2.18M Buy
4,277
+142
+3% +$69.6K 0.78% 44
2024
Q1 		$2.05M Buy
4,135
+23
+0.6% +$11.7K 0.75% 46
2023
Q4 		$2.16M Sell
4,112
-4
-0.1% -$2.13K 0.78% 47
2023
Q3 		$2.08M Buy
4,116
+47
+1% +$23.1K 0.79% 46
2023
Q2 		$1.96M Buy
4,069
+68
+2% +$33.3K 0.71% 51
2023
Q1 		$1.89M Buy
4,001
+438
+12% +$211K 0.68% 52
2022
Q4 		$1.89M Sell
3,563
-1,753
-33% -$929K 1.05% 44
2022
Q3 		$2.69M Buy
5,316
+544
+11% +$286K 0.96% 37
2022
Q2 		$2.45M Sell
4,772
-628
-12% -$315K 0.94% 35
2022
Q1 		$2.75M Buy
5,400
+657
+14% +$317K 0.8% 42
2021
Q4 		$2.38M Buy
+4,743
New +$2.15M 0.8% 43

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 $3.37T AUM 44.26% 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

Northcape Wealth Management's UNH Position: Q2 2026 in Review

Northcape Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 654 shares worth $272K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings. This is a return to the name: Northcape Wealth Management previously reported a position in UNH as recently as Q2 2025.

Northcape Wealth Management first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.75M in Q1 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Northcape Wealth Management held 654 shares of UnitedHealth worth $272K as of Q2 2026.
  • UnitedHealth was a new Northcape Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.07% of Northcape Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Northcape Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
  • Northcape Wealth Management's UnitedHealth position peaked at $2.75M in Q1 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.