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Northstar Group’s UnitedHealth UNH Stock Holding History

Northstar Group’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 		$270K Buy
+649
New +$241K 0.03% 151
2026
Q1 		– Sell
-648
Closed -$214K – 171
2025
Q4 		$214K Buy
648
+1
+0.2% +$339 0.03% 161
2025
Q3 		$223K Buy
+647
New +$196K 0.03% 148
2025
Q2 		– Sell
-628
Closed -$329K – 163
2025
Q1 		$329K Buy
628
+32
+5% +$16.4K 0.05% 120
2024
Q4 		$301K Buy
596
+13
+2% +$7.39K 0.05% 116
2024
Q3 		$341K Hold
583
– – 0.06% 117
2024
Q2 		$297K Sell
583
-46
-7% -$22.5K 0.06% 118
2024
Q1 		$311K Hold
629
– – 0.06% 121
2023
Q4 		$331K Hold
629
– – 0.07% 107
2023
Q3 		$317K Hold
629
– – 0.08% 112
2023
Q2 		$302K Buy
629
+39
+7% +$19.1K 0.07% 117
2023
Q1 		$279K Sell
590
-24
-4% -$11.6K 0.07% 119
2022
Q4 		$326K Sell
614
-40
-6% -$21.2K 0.09% 107
2022
Q3 		$330K Hold
654
– – 0.1% 108
2022
Q2 		$336K Sell
654
-71
-10% -$35.7K 0.1% 108
2022
Q1 		$370K Sell
725
-15
-2% -$7.24K 0.09% 110
2021
Q4 		$372K Sell
740
-25
-3% -$11.3K 0.09% 114
2021
Q3 		$298K Hold
765
– – 0.08% 127
2021
Q2 		$306K Hold
765
– – 0.08% 124
2021
Q1 		$285K Buy
765
+101
+15% +$35K 0.08% 125
2020
Q4 		$233K Sell
664
-45
-6% -$15.1K 0.07% 126
2020
Q3 		$221K Hold
709
– – 0.08% 125
2020
Q2 		$209K Buy
+709
New +$203K 0.08% 122
2020
Q1 		– Sell
-759
Closed -$223K – 130
2019
Q4 		$223K Buy
+759
New +$199K 0.09% 127
2019
Q2 		– Sell
-874
Closed -$216K – 135
2019
Q1 		$216K Buy
+874
New +$223K 0.1% 125
2018
Q4 		– Sell
-842
Closed -$224K – 127
2018
Q3 		$224K Buy
+842
New +$219K 0.1% 123

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

Northstar Group's UNH Position: Q2 2026 in Review

Northstar Group opened a new position in UnitedHealth (UNH) in Q2 2026: 649 shares worth $270K. The stake represents 0.03% of the portfolio and ranks #151 among its holdings. This is a return to the name: Northstar Group previously reported a position in UNH as recently as Q4 2025.

Northstar Group first reported a position in UNH in Q3 2018 and has held it in 26 quarters since. The position peaked at $372K in Q4 2021. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Northstar Group held 649 shares of UnitedHealth worth $270K as of Q2 2026.
  • UnitedHealth was a new Northstar Group position in Q2 2026.
  • UnitedHealth made up 0.03% of Northstar Group's portfolio in Q2 2026, its #151 holding.
  • Northstar Group first reported a position in UnitedHealth in Q3 2018 and has held it in 26 quarters since.
  • Northstar Group's UnitedHealth position peaked at $372K in Q4 2021.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.