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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
2025
Q4 		– Sell
-600
Closed -$207K – 900
2025
Q3 		$207K Buy
+600
New +$181K ﹤0.01% 810

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.