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Nvest Wealth Strategies’s UnitedHealth UNH Stock Holding History

Nvest Wealth Strategies’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 		$1.25K Buy
3
+2
+200% +$741 ﹤0.01% 205
2026
Q1 		$271 Sell
1
-13
-93% -$3.87K ﹤0.01% 362
2025
Q4 		$4.62K Buy
+14
New +$4.74K ﹤0.01% 158

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nvest Wealth Strategies's UNH Position: Q2 2026 in Review

Nvest Wealth Strategies increased its UnitedHealth (UNH) stake by 200% in Q2 2026, buying an estimated $741 and bringing the position to 3 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Nvest Wealth Strategies first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.62K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Nvest Wealth Strategies held 3 shares of UnitedHealth worth $1.25K as of Q2 2026.
  • Nvest Wealth Strategies bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #205 holding.
  • Nvest Wealth Strategies first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's UnitedHealth position peaked at $4.62K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.