1248 Management’s UnitedHealth UNH Stock Holding History

1248 Management’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	$34.5K	Hold	83	–	–	0.01%	115
2026 Q1	$22.5K	Hold	83	–	–	0.01%	125
2025 Q4	$27.4K	Hold	83	–	–	0.01%	133
2025 Q3	$28.7K	Buy	+83	New	+$25.1K	0.02%	131
2025 Q2	–	Sell	-154	Closed	-$80.7K	–	181
2025 Q1	$80.7K	Sell	154 -2,865	-95%	-$1.46M	0.03%	96
2024 Q4	$1.53M	Buy	+3,019	New	+$1.72M	0.66%	26

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1248 Management's UNH Position: Q2 2026 in Review

1248 Management held its UnitedHealth (UNH) position steady in Q2 2026 at 83 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #115.

1248 Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

1248 Management held 83 shares of UnitedHealth worth $34.5K as of Q2 2026.
1248 Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of 1248 Management's portfolio in Q2 2026, its #115 holding.
1248 Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
1248 Management's UnitedHealth position peaked at $1.53M in Q4 2024.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.