1W
UNH icon

1776 Wealth’s UnitedHealth UNH Stock Holding History

1776 Wealth’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 		$1.48M Hold
3,569
– – 0.52% 40
2026
Q1 		$966K Sell
3,569
-137
-4% -$40.8K 0.38% 49
2025
Q4 		$1.22M Buy
3,706
+18
+0.5% +$6.1K 0.46% 39
2025
Q3 		$1.27M Buy
3,688
+1,248
+51% +$377K 0.49% 40
2025
Q2 		$761K Sell
2,440
-15
-0.6% -$5.73K 0.31% 58
2025
Q1 		$1.29M Buy
2,455
+102
+4% +$52.1K 0.59% 33
2024
Q4 		$1.19M Buy
2,353
+550
+31% +$313K 0.55% 38
2024
Q3 		$1.05M Sell
1,803
-104
-5% -$58.8K 0.47% 39
2024
Q2 		$971K Buy
1,907
+39
+2% +$19.1K 0.44% 43
2024
Q1 		$918K Buy
1,868
+2
+0.1% +$1.02K 0.43% 44
2023
Q4 		$982K Hold
1,866
– – 0.49% 36
2023
Q3 		$941K Hold
1,866
– – 0.5% 35
2023
Q2 		$897K Sell
1,866
-101
-5% -$49.4K 0.47% 37
2023
Q1 		$930K Buy
1,967
+13
+0.7% +$6.27K 0.56% 32
2022
Q4 		$1.04M Buy
1,954
+28
+1% +$14.8K 0.74% 26
2022
Q3 		$972K Hold
1,926
– – 0.74% 27
2022
Q2 		$989K Hold
1,926
– – 0.69% 27
2022
Q1 		$949K Sell
1,926
-224
-10% -$108K 0.55% 33
2021
Q4 		$1.08M Buy
2,150
+24
+1% +$10.9K 0.58% 34
2021
Q3 		$831K Sell
2,126
-487
-19% -$202K 0.47% 36
2021
Q2 		$1.05M Hold
2,613
– – 0.59% 36
2021
Q1 		$948K Sell
2,613
-65
-2% -$22.5K 0.6% 37
2020
Q4 		$939K Buy
2,678
+108
+4% +$36.2K 0.59% 36
2020
Q3 		$801K Sell
2,570
-63
-2% -$19.4K 0.58% 29
2020
Q2 		$776K Buy
2,633
+115
+5% +$33K 0.53% 32
2020
Q1 		$627K Buy
2,518
+647
+35% +$178K 0.53% 33
2019
Q4 		$571K Buy
+1,871
New +$489K 0.49% 35

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1776 Wealth's UNH Position: Q2 2026 in Review

1776 Wealth held its UnitedHealth (UNH) position steady in Q2 2026 at 3,569 shares worth $1.48M. The position accounts for 0.52% of the portfolio, ranked #40.

1776 Wealth first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • 1776 Wealth held 3,569 shares of UnitedHealth worth $1.48M as of Q2 2026.
  • 1776 Wealth left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.52% of 1776 Wealth's portfolio in Q2 2026, its #40 holding.
  • 1776 Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.