Northwest Wealth Management’s UnitedHealth UNH Stock Holding History

Northwest Wealth 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	$227K	Buy	+547	New	+$203K	0.03%	241
2025 Q2	–	Sell	-700	Closed	-$367K	–	219
2025 Q1	$367K	Buy	700 +109	+18%	+$55.7K	0.07%	114
2024 Q4	$299K	Sell	591 -164	-22%	-$93.2K	0.06%	124
2024 Q3	$441K	Hold	755	–	–	0.1%	100
2024 Q2	$385K	Sell	755 -375	-33%	-$184K	0.1%	105
2024 Q1	$559K	Buy	1,130 +37	+3%	+$18.8K	0.15%	91
2023 Q4	$575K	Buy	1,093 +19	+2%	+$10.1K	0.17%	85
2023 Q3	$542K	Buy	1,074 +7	+0.7%	+$3.44K	0.2%	83
2023 Q2	$513K	Sell	1,067 -5	-0.5%	-$2.44K	0.19%	88
2023 Q1	$507K	Buy	1,072 +375	+54%	+$181K	0.19%	92
2022 Q4	$370K	Sell	697 -899	-56%	-$476K	0.16%	98
2022 Q3	$806K	Buy	1,596 +149	+10%	+$78.3K	0.36%	67
2022 Q2	$743K	Buy	1,447 +438	+43%	+$220K	0.32%	74
2022 Q1	$515K	Buy	1,009 +319	+46%	+$154K	0.25%	84
2021 Q4	$347K	Hold	690	–	–	0.16%	100
2021 Q3	$270K	Hold	690	–	–	0.13%	101
2021 Q2	$276K	Sell	690 -693	-50%	-$276K	0.15%	102
2021 Q1	$515K	Hold	1,383	–	–	0.32%	72
2020 Q4	$485K	Hold	1,383	–	–	0.33%	70
2020 Q3	$431K	Hold	1,383	–	–	0.36%	65
2020 Q2	$408K	Buy	1,383 +332	+32%	+$95.1K	0.36%	63
2020 Q1	$262K	Buy	+1,051	New	+$289K	0.27%	69
2019 Q2	–	Sell	-478	Closed	-$118K	–	443
2019 Q1	$118K	Hold	478	–	–	0.09%	145
2018 Q4	$119K	Hold	478	–	–	0.1%	128
2018 Q3	$127K	Hold	478	–	–	0.1%	131
2018 Q2	$117K	Hold	478	–	–	0.09%	138
2018 Q1	$103K	Buy	+478	New	+$109K	0.08%	146

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Northwest Wealth Management's UNH Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 547 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in UNH as recently as Q1 2025.

Northwest Wealth Management first reported a position in UNH in Q1 2018 and has held it in 27 quarters since. The position peaked at $806K in Q3 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Northwest Wealth Management held 547 shares of UnitedHealth worth $227K as of Q2 2026.
UnitedHealth was a new Northwest Wealth Management position in Q2 2026.
UnitedHealth made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #241 holding.
Northwest Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 27 quarters since.
Northwest Wealth Management's UnitedHealth position peaked at $806K in Q3 2022.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.