NWF Advisory Services’s UnitedHealth UNH Stock Holding History

NWF Advisory Services’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	$16M	Buy	38,537 +495	+1%	+$183K	1.51%	15
2026 Q1	$10.3M	Buy	38,042 +12,424	+48%	+$3.7M	1.16%	20
2025 Q4	$8.46M	Buy	25,618 +12,607	+97%	+$4.27M	0.93%	27
2025 Q3	$4.49M	Buy	13,011 +10,543	+427%	+$3.19M	0.49%	48
2025 Q2	$770K	Buy	2,468 +1,861	+307%	+$711K	0.09%	151
2025 Q1	$318K	Sell	607 -97	-14%	-$49.6K	0.04%	240
2024 Q4	$356K	Sell	704 -370	-34%	-$210K	0.05%	183
2024 Q3	$628K	Buy	1,074 +567	+112%	+$321K	0.09%	144
2024 Q2	$258K	Buy	507 +4	+0.8%	+$1.96K	0.04%	246
2024 Q1	$249K	Buy	503 +25	+5%	+$12.7K	0.04%	248
2023 Q4	$252K	Buy	478 +14	+3%	+$7.47K	0.05%	228
2023 Q3	$234K	Sell	464 -40	-8%	-$19.7K	0.06%	214
2023 Q2	$242K	Hold	504	–	–	0.06%	212
2023 Q1	$242K	Buy	+504	New	+$243K	0.06%	211

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

NWF Advisory Services's UNH Position: Q2 2026 in Review

NWF Advisory Services increased its UnitedHealth (UNH) stake by 1.3% in Q2 2026, buying an estimated $183K and bringing the position to 38,537 shares worth $16M. The position accounts for 1.51% of the portfolio, ranked #15.

NWF Advisory Services first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. 1,663 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

NWF Advisory Services held 38,537 shares of UnitedHealth worth $16M as of Q2 2026.
NWF Advisory Services bought 495 UnitedHealth shares in Q2 2026, an estimated $183K.
UnitedHealth made up 1.51% of NWF Advisory Services's portfolio in Q2 2026, its #15 holding.
NWF Advisory Services first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
1,663 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.