TWIL
UNH icon

TrueNorth Wealth & Impact, LLC’s UnitedHealth UNH Stock Holding History

TrueNorth Wealth & Impact, LLC’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
Q3 		$337K Buy
+919
New +$370K 0.13% 123

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's UNH Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in UnitedHealth (UNH) in Q3 2026: 919 shares worth $337K. The stake represents 0.13% of the portfolio and ranks #123 among its holdings.

2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 919 shares of UnitedHealth worth $337K as of Q3 2026.
  • UnitedHealth was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • UnitedHealth made up 0.13% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #123 holding.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.