NWF Advisory Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$54.8K Buy
12
+3
+33% +$893 0.01% 402
2025
Q4
$70.3K Buy
9
+8
+800% +$2.71K 0.01% 397
2025
Q3
$8.76K Buy
+1
New +$302 ﹤0.01% 414

Other funds holding UNH

NWF Advisory Services's UNH Position: Q1 2026 in Review

NWF Advisory Services increased its UnitedHealth (UNH) stake by 48% in Q1 2026, buying an estimated $3.7M and bringing the position to 38,042 shares worth $10.3M. The position accounts for 1.16% of the portfolio, ranked #20.

NWF Advisory Services first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • NWF Advisory Services held 38,042 shares of UnitedHealth worth $10.3M as of Q1 2026.
  • NWF Advisory Services bought 12,424 UnitedHealth shares in Q1 2026, an estimated $3.7M.
  • UnitedHealth made up 1.16% of NWF Advisory Services's portfolio in Q1 2026, its #20 holding.
  • NWF Advisory Services first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.