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UNH icon

NorthRock Partners’s UnitedHealth UNH Stock Holding History

NorthRock Partners’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 		$2.25M Buy
8,301
+1,497
+22% +$446K 0.04% 197
2025
Q4 		$2.25M Sell
6,804
-10,898
-62% -$3.69M 0.04% 181
2025
Q3 		$6.11M Buy
17,702
+6,034
+52% +$1.82M 0.11% 104
2025
Q2 		$3.64M Buy
11,668
+846
+8% +$323K 0.09% 88
2025
Q1 		$5.67M Sell
10,822
-3,051
-22% -$1.56M 0.19% 61
2024
Q4 		$7.02M Sell
13,873
-1,883
-12% -$1.07M 0.23% 52
2024
Q3 		$9.21M Buy
15,756
+1,046
+7% +$592K 0.3% 43
2024
Q2 		$7.49M Buy
14,710
+1,758
+14% +$862K 0.28% 47
2024
Q1 		$6.41M Buy
12,952
+287
+2% +$146K 0.25% 54
2023
Q4 		$6.67M Buy
12,665
+6,122
+94% +$3.27M 0.28% 52
2023
Q3 		$3.3M Buy
6,543
+693
+12% +$341K 0.34% 36
2023
Q2 		$2.81M Sell
5,850
-986
-14% -$482K 0.31% 36
2023
Q1 		$3.23M Sell
6,836
-909
-12% -$439K 0.34% 34
2022
Q4 		$4.11M Buy
7,745
+46
+0.6% +$24.4K 0.47% 29
2022
Q3 		$3.89M Buy
7,699
+151
+2% +$79.4K 0.45% 32
2022
Q2 		$3.88M Buy
7,548
+261
+4% +$131K 0.4% 32
2022
Q1 		$3.72M Buy
7,287
+640
+10% +$309K 0.33% 36
2021
Q4 		$3.34M Buy
6,647
+255
+4% +$115K 0.25% 40
2021
Q3 		$2.52M Buy
6,392
+2,412
+61% +$999K 0.21% 46
2021
Q2 		$1.59M Buy
3,980
+451
+13% +$180K 0.13% 60
2021
Q1 		$1.31M Sell
3,529
-724
-17% -$251K 0.12% 70
2020
Q4 		$1.49M Sell
4,253
-322
-7% -$108K 0.15% 61
2020
Q3 		$1.43M Buy
4,575
+117
+3% +$35.9K 0.16% 59
2020
Q2 		$1.31M Sell
4,458
-213
-5% -$61K 0.16% 63
2020
Q1 		$1.17M Sell
4,671
-7,228
-61% -$1.99M 0.16% 69
2019
Q4 		$3.5M Buy
11,899
+7,847
+194% +$2.05M 0.37% 47
2019
Q3 		$881K Buy
4,052
+1,349
+50% +$326K 0.12% 90
2019
Q2 		$658K Buy
2,703
+145
+6% +$34.9K 0.19% 29
2019
Q1 		$631K Sell
2,558
-7,898
-76% -$2.01M 0.17% 35
2018
Q4 		$2.6M Buy
10,456
+7,832
+298% +$2.07M 0.78% 17
2018
Q3 		$697K Sell
2,624
-155
-6% -$40.3K 0.2% 25
2018
Q2 		$682K Buy
2,779
+392
+16% +$94.1K 0.23% 20
2018
Q1 		$511K Buy
2,387
+42
+2% +$9.59K 0.17% 26
2017
Q4 		$517K Sell
2,345
-87
-4% -$18.4K 0.16% 24
2017
Q3 		$478K Buy
2,432
+888
+58% +$172K 0.18% 24
2017
Q2 		$288K Buy
+1,544
New +$271K 0.12% 37
2017
Q1 		– Sell
-4,708
Closed -$754K – 57
2016
Q4 		$754K Sell
4,708
-1,590
-25% -$238K 0.27% 22
2016
Q3 		$882K Buy
6,298
+2,011
+47% +$282K 0.38% 16
2016
Q2 		$605K Buy
4,287
+1,217
+40% +$162K 0.27% 19
2016
Q1 		$395K Buy
+3,070
New +$363K 0.21% 23
2015
Q4 		– Sell
-69,770
Closed -$271K – 45
2015
Q3 		$271K Buy
69,770
+64,299
+1,175% +$7.7M 0.17% 25
2015
Q2 		$667K Buy
5,471
+100
+2% +$11.8K 0.31% 22
2015
Q1 		$635K Buy
5,371
+1,048
+24% +$116K 0.38% 21
2014
Q4 		$437K Buy
+4,323
New +$410K 0.27% 25

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NorthRock Partners's UNH Position: Q1 2026 in Review

NorthRock Partners increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $446K and bringing the position to 8,301 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #197.

NorthRock Partners first reported a position in UNH in Q4 2014 and has held it in 44 quarters since. The position peaked at $9.21M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • NorthRock Partners held 8,301 shares of UnitedHealth worth $2.25M as of Q1 2026.
  • NorthRock Partners bought 1,497 UnitedHealth shares in Q1 2026, an estimated $446K.
  • UnitedHealth made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #197 holding.
  • NorthRock Partners first reported a position in UnitedHealth in Q4 2014 and has held it in 44 quarters since.
  • NorthRock Partners's UnitedHealth position peaked at $9.21M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.