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Abbot Financial Management’s UnitedHealth UNH Stock Holding History

Abbot Financial 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 		$289K Buy
+695
New +$258K 0.1% 125
2026
Q1 		– Sell
-695
Closed -$230K – 143
2025
Q4 		$230K Buy
695
+8
+1% +$2.71K 0.1% 128
2025
Q3 		$237K Sell
687
-45
-6% -$13.6K 0.1% 125
2025
Q2 		$228K Buy
+732
New +$280K 0.11% 125

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

Abbot Financial Management's UNH Position: Q2 2026 in Review

Abbot Financial Management opened a new position in UnitedHealth (UNH) in Q2 2026: 695 shares worth $289K. The stake represents 0.1% of the portfolio and ranks #125 among its holdings. This is a return to the name: Abbot Financial Management previously reported a position in UNH as recently as Q4 2025.

Abbot Financial Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Abbot Financial Management held 695 shares of UnitedHealth worth $289K as of Q2 2026.
  • UnitedHealth was a new Abbot Financial Management position in Q2 2026.
  • UnitedHealth made up 0.1% of Abbot Financial Management's portfolio in Q2 2026, its #125 holding.
  • Abbot Financial Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Abbot Financial Management's 13F filing for Q2 2026, filed 6 Aug 2026.