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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
Q2 		$722K Buy
1,737
+35
+2% +$13K 0.48% 62
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
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

Northern Financial Advisors's UNH Position: Q2 2026 in Review

Northern Financial Advisors increased its UnitedHealth (UNH) stake by 2.1% in Q2 2026, buying an estimated $13K and bringing the position to 1,737 shares worth $722K. The position accounts for 0.48% of the portfolio, ranked #62.

Northern Financial Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Northern Financial Advisors held 1,737 shares of UnitedHealth worth $722K as of Q2 2026.
  • Northern Financial Advisors bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
  • UnitedHealth made up 0.48% of Northern Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Northern Financial Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's UnitedHealth position peaked at $1.92M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.