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NWF Advisory Services Inc. → UNH
NWF Advisory Services Inc. UNH Position History
UnitedHealth Group Incorporated • Insurance
Quarters held
14
Latest value
$118K
Q3 2026
Peak value
$16M
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $242K |
| Q2 2023 | $242K |
| Q3 2023 | $234K |
| Q4 2023 | $252K |
| Q3 2025 | $4.5M |
| Q3 2025 | $9K |
| Q4 2025 | $70K |
| Q4 2025 | $8.5M |
| Q1 2026 | $55K |
| Q1 2026 | $10.3M |
| Q2 2026 | $16M |
| Q2 2026 | $171K |
| Q3 2026 | $14M |
| Q3 2026 | $118K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $118K | 12 | — | — |
| Q3 2026 | $14M | 38.1K | — | — |
| Q2 2026 | $171K | 12 | — | — |
| Q2 2026 | $16M | 38.5K | — | — |
| Q1 2026 | $10.3M | 38.0K | — | — |
| Q1 2026 | $55K | 12 | — | — |
| Q4 2025 | $8.5M | 25.6K | — | — |
| Q4 2025 | $70K | 9 | — | — |
| Q3 2025 | $9K | 1 | — | — |
| Q3 2025 | $4.5M | 13.0K | — | — |
| Q4 2023 | $252K | 478 | — | — |
| Q3 2023 | $234K | 464 | — | — |
| Q2 2023 | $242K | 504 | — | — |
| Q1 2023 | $242K | 504 | — | — |
Other funds holding UNH
$45.3B
$28.2B
$27.2B
$26.6B
$23.7B
$23.1B