Northside Capital Management’s UnitedHealth UNH Stock Holding History

Northside Capital Management’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	$546K	Hold	1,313	–	–	0.04%	133
2026 Q1	$355K	Hold	1,313	–	–	0.03%	154
2025 Q4	$433K	Sell	1,313 -4,106	-76%	-$1.39M	0.04%	145
2025 Q3	$1.87M	Hold	5,419	–	–	0.17%	81
2025 Q2	$1.69M	Sell	5,419 -478	-8%	-$183K	0.13%	80
2025 Q1	$3.09M	Buy	5,897 +34	+0.6%	+$17.4K	0.5%	27
2024 Q4	$2.97M	Hold	5,863	–	–	0.79%	26
2024 Q3	$3.43M	Hold	5,863	–	–	0.54%	26
2024 Q2	$2.99M	Hold	5,863	–	–	0.51%	24
2024 Q1	$2.9M	Hold	5,863	–	–	0.52%	24
2023 Q4	$3.09M	Sell	5,863 -218	-4%	-$116K	0.97%	20
2023 Q3	$3.07M	Buy	6,081 +1	+0%	+$492	0.71%	21
2023 Q2	$2.92M	Buy	6,080 +2	+0%	+$978	1.01%	19
2023 Q1	$2.87M	Sell	6,078 -39	-0.6%	-$18.8K	0.77%	19
2022 Q4	$3.24M	Buy	6,117 +828	+16%	+$439K	0.97%	18
2022 Q3	$2.67M	Hold	5,289	–	–	0.87%	17
2022 Q2	$2.72M	Hold	5,289	–	–	0.86%	17
2022 Q1	$2.7M	Hold	5,289	–	–	0.72%	22
2021 Q4	$2.66M	Sell	5,289 -180	-3%	-$81.5K	0.7%	18
2021 Q3	$2.14M	Hold	5,469	–	–	0.59%	21
2021 Q2	$2.19M	Hold	5,469	–	–	0.55%	21
2021 Q1	$2.04M	Buy	5,469 +43	+0.8%	+$14.9K	0.56%	22
2020 Q4	$1.9M	Sell	5,426 -1,012	-16%	-$339K	0.56%	20
2020 Q3	$2.01M	Sell	6,438 -823	-11%	-$253K	0.65%	19
2020 Q2	$2.14M	Buy	7,261 +920	+15%	+$264K	0.74%	19
2020 Q1	$1.58M	Sell	6,341 -81	-1%	-$22.3K	0.77%	21
2019 Q4	$1.89M	Hold	6,422	–	–	0.64%	22
2019 Q3	$1.4M	Buy	6,422 +1,070	+20%	+$258K	0.49%	28
2019 Q2	$1.31M	Hold	5,352	–	–	0.51%	20
2019 Q1	$1.32M	Hold	5,352	–	–	0.53%	21
2018 Q4	$1.33M	Buy	5,352 +54	+1%	+$14.3K	0.59%	19
2018 Q3	$1.41M	Hold	5,298	–	–	0.5%	20
2018 Q2	$1.3M	Hold	5,298	–	–	0.46%	22
2018 Q1	$1.13M	Hold	5,298	–	–	0.37%	27
2017 Q4	$1.17M	Hold	5,298	–	–	0.33%	27
2017 Q3	$1.04M	Hold	5,298	–	–	0.44%	21
2017 Q2	$982K	Sell	5,298 -4,900	-48%	-$859K	0.43%	22
2017 Q1	$1.67M	Buy	10,198 +4,900	+92%	+$802K	0.46%	22
2016 Q4	$848K	Hold	5,298	–	–	0.3%	25
2016 Q3	$742K	Hold	5,298	–	–	0.29%	27
2016 Q2	$748K	Hold	5,298	–	–	0.35%	26
2016 Q1	$683K	Buy	+5,298	New	+$627K	0.43%	25

Other funds holding UNH

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return