3 Factor Indexing’s UnitedHealth UNH Stock Holding History

3 Factor Indexing’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	$1.25K	Buy	3 +2	+200%	+$741	﹤0.01%	146
2026 Q1	$271	Buy	+1	New	+$298	﹤0.01%	248

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

3 Factor Indexing's UNH Position: Q2 2026 in Review

3 Factor Indexing increased its UnitedHealth (UNH) stake by 200% in Q2 2026, buying an estimated $741 and bringing the position to 3 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

3 Factor Indexing first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

3 Factor Indexing held 3 shares of UnitedHealth worth $1.25K as of Q2 2026.
3 Factor Indexing bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
UnitedHealth made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #146 holding.
3 Factor Indexing first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.