Northern Financial Advisors’s UnitedHealth UNH Stock Holding History

Northern Financial 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	$461K	Buy	1,702 +540	+46%	+$161K	0.34%	79
2025 Q4	$384K	Sell	1,162 -637	-35%	-$216K	0.44%	62
2025 Q3	$621K	Buy	1,799 +2	+0.1%	+$605	0.33%	73
2025 Q2	$561K	Sell	1,797 -1,134	-39%	-$433K	0.42%	62
2025 Q1	$1.54M	Sell	2,931 -174	-6%	-$88.9K	1.27%	24
2024 Q4	$1.57M	Sell	3,105 -180	-5%	-$102K	1.25%	20
2024 Q3	$1.92M	Buy	3,285 +115	+4%	+$65K	1.46%	19
2024 Q2	$1.61M	Sell	3,170 -163	-5%	-$79.9K	1.29%	24
2024 Q1	$1.65M	Sell	3,333 -303	-8%	-$154K	1.29%	20
2023 Q4	$1.91M	Buy	3,636 +237	+7%	+$126K	1.61%	10
2023 Q3	$1.71M	Buy	3,399 +18	+0.5%	+$8.86K	1.57%	9
2023 Q2	$1.63M	Buy	3,381 +20	+0.6%	+$9.78K	1.43%	12
2023 Q1	$1.59M	Sell	3,361 -49	-1%	-$23.6K	1.5%	9
2022 Q4	$1.81M	Buy	+3,410	New	+$1.81M	2.05%	7

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

Northern Financial Advisors's UNH Position: Q1 2026 in Review

Northern Financial Advisors increased its UnitedHealth (UNH) stake by 46% in Q1 2026, buying an estimated $161K and bringing the position to 1,702 shares worth $461K. The position accounts for 0.34% of the portfolio, ranked #79.

Northern Financial Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.92M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Northern Financial Advisors held 1,702 shares of UnitedHealth worth $461K as of Q1 2026.
Northern Financial Advisors bought 540 UnitedHealth shares in Q1 2026, an estimated $161K.
UnitedHealth made up 0.34% of Northern Financial Advisors's portfolio in Q1 2026, its #79 holding.
Northern Financial Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's UnitedHealth position peaked at $1.92M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.