NP
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
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 $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

NorthRock Partners's UNH Position: Q2 2026 in Review

NorthRock Partners reduced its UnitedHealth (UNH) stake by 2.4% in Q2 2026, selling an estimated $73K and leaving 8,104 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #160.

NorthRock Partners first reported a position in UNH in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.21M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • NorthRock Partners held 8,104 shares of UnitedHealth worth $3.37M as of Q2 2026.
  • NorthRock Partners sold 197 UnitedHealth shares in Q2 2026, an estimated $73K.
  • UnitedHealth made up 0.05% of NorthRock Partners's portfolio in Q2 2026, its #160 holding.
  • NorthRock Partners first reported a position in UnitedHealth in Q4 2014 and has held it in 45 quarters since.
  • NorthRock Partners's UnitedHealth position peaked at $9.21M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.