NAM
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NorthCrest Asset Manangement’s UnitedHealth UNH Stock Holding History

NorthCrest Asset Manangement’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 		$7.61M Buy
17,624
+2,079
+13% +$771K 0.2% 118
2026
Q1 		$4.31M Sell
15,545
-4,608
-23% -$1.37M 0.13% 143
2025
Q4 		$6.89M Sell
20,153
-1,796
-8% -$609K 0.15% 124
2025
Q3 		$7.98M Sell
21,949
-1,690
-7% -$511K 0.19% 115
2025
Q2 		$7.29M Buy
23,639
+2,068
+10% +$790K 0.2% 116
2025
Q1 		$11.3M Buy
21,571
+1,811
+9% +$926K 0.34% 87
2024
Q4 		$10M Buy
19,760
+1,427
+8% +$811K 0.3% 92
2024
Q3 		$10.7M Buy
18,333
+595
+3% +$337K 0.32% 87
2024
Q2 		$9.03M Buy
17,738
+465
+3% +$228K 0.3% 92
2024
Q1 		$8.55M Buy
17,273
+1,253
+8% +$637K 0.29% 101
2023
Q4 		$8.43M Buy
16,020
+517
+3% +$276K 0.32% 95
2023
Q3 		$7.82M Buy
15,503
+438
+3% +$216K 0.32% 97
2023
Q2 		$7.24M Buy
15,065
+1,379
+10% +$674K 0.29% 107
2023
Q1 		$6.47M Buy
13,686
+11,822
+634% +$5.7M 0.27% 113
2022
Q4 		$988K Buy
1,864
+1,217
+188% +$645K 0.06% 192
2022
Q3 		$327K Buy
647
+100
+18% +$52.6K 0.02% 365
2022
Q2 		$281K Buy
547
+29
+6% +$14.6K 0.01% 381
2022
Q1 		$264K Buy
518
+45
+10% +$21.7K 0.01% 370
2021
Q4 		$238K Buy
+473
New +$214K 0.01% 385

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NorthCrest Asset Manangement's UNH Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $771K and bringing the position to 17,624 shares worth $7.61M. The position accounts for 0.2% of the portfolio, ranked #118.

NorthCrest Asset Manangement first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.3M in Q1 2025. 1,493 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • NorthCrest Asset Manangement held 17,624 shares of UnitedHealth worth $7.61M as of Q2 2026.
  • NorthCrest Asset Manangement bought 2,079 UnitedHealth shares in Q2 2026, an estimated $771K.
  • UnitedHealth made up 0.2% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #118 holding.
  • NorthCrest Asset Manangement first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's UnitedHealth position peaked at $11.3M in Q1 2025.
  • 1,493 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.