True North Advisors’s UnitedHealth UNH Stock Holding History

True North Advisors’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	$624K	Sell	1,500 -505	-25%	-$187K	0.06%	158
2026 Q1	$543K	Sell	2,005 -1,062	-35%	-$316K	0.06%	161
2025 Q4	$1.01M	Buy	3,067 +745	+32%	+$252K	0.13%	113
2025 Q3	$802K	Buy	2,322 +594	+34%	+$180K	0.13%	97
2025 Q2	$539K	Buy	1,728 +139	+9%	+$53.1K	0.1%	125
2025 Q1	$832K	Sell	1,589 -171	-10%	-$87.4K	0.15%	101
2024 Q4	$890K	Buy	1,760 +622	+55%	+$353K	0.21%	71
2024 Q3	$665K	Buy	1,138 +157	+16%	+$88.8K	0.17%	83
2024 Q2	$500K	Sell	981 -283	-22%	-$139K	0.13%	106
2024 Q1	$625K	Buy	1,264 +102	+9%	+$51.9K	0.17%	95
2023 Q4	$612K	Sell	1,162 -2,300	-66%	-$1.23M	0.16%	89
2023 Q3	$1.75M	Sell	3,462 -2,223	-39%	-$1.09M	0.54%	36
2023 Q2	$2.73M	Sell	5,685 -1,492	-21%	-$730K	0.77%	22
2023 Q1	$3.39M	Hold	7,177	–	–	1%	17
2022 Q4	$3.81M	Hold	7,177	–	–	1.3%	15
2022 Q3	$3.62M	Sell	7,177 -105	-1%	-$55.2K	1.19%	13
2022 Q2	$3.74M	Buy	7,282 +52	+0.7%	+$26.1K	1.17%	15
2022 Q1	$3.69M	Sell	7,230 -196	-3%	-$94.5K	0.99%	18
2021 Q4	$3.73M	Buy	7,426 +31	+0.4%	+$14K	0.63%	35
2021 Q3	$2.89M	Buy	7,395 +177	+2%	+$73.3K	0.57%	45
2021 Q2	$2.89M	Hold	7,218	–	–	0.6%	40
2021 Q1	$2.69M	Sell	7,218 -70	-1%	-$24.3K	0.64%	35
2020 Q4	$2.56M	Sell	7,288 -562	-7%	-$188K	0.66%	39
2020 Q3	$2.45M	Buy	7,850 +174	+2%	+$53.4K	0.71%	35
2020 Q2	$2.26M	Buy	+7,676	New	+$2.2M	0.54%	43

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

True North Advisors's UNH Position: Q2 2026 in Review

True North Advisors reduced its UnitedHealth (UNH) stake by 25% in Q2 2026, selling an estimated $187K and leaving 1,500 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #158.

True North Advisors first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.81M in Q4 2022. 1,550 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

True North Advisors held 1,500 shares of UnitedHealth worth $624K as of Q2 2026.
True North Advisors sold 505 UnitedHealth shares in Q2 2026, an estimated $187K.
UnitedHealth made up 0.06% of True North Advisors's portfolio in Q2 2026, its #158 holding.
True North Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
True North Advisors's UnitedHealth position peaked at $3.81M in Q4 2022.
1,550 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.