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UNH icon

Addison Advisors’s UnitedHealth UNH Stock Holding History

Addison Advisors’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 		$111K Sell
267
-503
-65% -$186K 0.05% 172
2026
Q1 		$208K Sell
770
-26
-3% -$7.74K 0.05% 220
2025
Q4 		$263K Buy
796
+6
+0.8% +$2.03K 0.06% 180
2025
Q3 		$273K Buy
790
+323
+69% +$97.7K 0.06% 180
2025
Q2 		$146K Buy
467
+12
+3% +$4.59K 0.04% 259
2025
Q1 		$238K Hold
455
– – 0.07% 178
2024
Q4 		$230K Sell
455
-25
-5% -$14.2K 0.06% 182
2024
Q3 		$281K Buy
480
+55
+13% +$31.1K 0.08% 167
2024
Q2 		$216K Buy
425
+62
+17% +$30.4K 0.07% 181
2024
Q1 		$180K Sell
363
-11
-3% -$5.59K 0.06% 202
2023
Q4 		$197K Buy
374
+70
+23% +$37.3K 0.08% 180
2023
Q3 		$153K Buy
304
+63
+26% +$31K 0.07% 185
2023
Q2 		$116K Buy
241
+20
+9% +$9.78K 0.06% 222
2023
Q1 		$104K Sell
221
-5
-2% -$2.41K 0.06% 220
2022
Q4 		$120K Sell
226
-27
-11% -$14.3K 0.07% 188
2022
Q3 		$128K Buy
253
+41
+19% +$21.6K 0.08% 164
2022
Q2 		$109K Sell
212
-67
-24% -$33.6K 0.07% 181
2022
Q1 		$142K Buy
279
+237
+564% +$114K 0.08% 170
2021
Q4 		$21K Buy
42
+36
+600% +$16.3K 0.01% 336
2021
Q3 		$2K Buy
+6
New +$2.48K ﹤0.01% 390

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

Addison Advisors's UNH Position: Q2 2026 in Review

Addison Advisors reduced its UnitedHealth (UNH) stake by 65% in Q2 2026, selling an estimated $186K and leaving 267 shares worth $111K. The position accounts for 0.05% of the portfolio, ranked #172.

Addison Advisors first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $281K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Addison Advisors held 267 shares of UnitedHealth worth $111K as of Q2 2026.
  • Addison Advisors sold 503 UnitedHealth shares in Q2 2026, an estimated $186K.
  • UnitedHealth made up 0.05% of Addison Advisors's portfolio in Q2 2026, its #172 holding.
  • Addison Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • Addison Advisors's UnitedHealth position peaked at $281K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.