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Northwest & Ethical Investments’s UnitedHealth UNH Stock Holding History

Northwest & Ethical Investments’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
Q3 		– Sell
-14,600
Closed -$4.29K – 546
2025
Q2 		$4.29K Buy
+14,600
New +$5.58M ﹤0.01% 489

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Northwest & Ethical Investments's UNH Position: Q1 2026 in Review

Northwest & Ethical Investments reduced its UnitedHealth (UNH) stake by 17% in Q1 2026, selling an estimated $2.4M and leaving 40,556 shares worth $11M. The position accounts for 0.25% of the portfolio, ranked #103.

Northwest & Ethical Investments first reported a position in UNH in Q4 2013 and has held it in 41 quarters since. The position peaked at $57.1M in Q3 2024. 3,033 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Northwest & Ethical Investments held 40,556 shares of UnitedHealth worth $11M as of Q1 2026.
  • Northwest & Ethical Investments sold 8,070 UnitedHealth shares in Q1 2026, an estimated $2.4M.
  • UnitedHealth made up 0.25% of Northwest & Ethical Investments's portfolio in Q1 2026, its #103 holding.
  • Northwest & Ethical Investments first reported a position in UnitedHealth in Q4 2013 and has held it in 41 quarters since.
  • Northwest & Ethical Investments's UnitedHealth position peaked at $57.1M in Q3 2024.
  • 3,033 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.