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Advisor OS’s UnitedHealth UNH Stock Holding History

Advisor OS’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 		$3.4M Sell
8,176
-155
-2% -$57.5K 0.23% 76
2026
Q1 		$2.25M Buy
8,331
+1,176
+16% +$350K 0.16% 94
2025
Q4 		$2.36M Buy
7,155
+973
+16% +$330K 0.19% 82
2025
Q3 		$2.13M Buy
6,182
+435
+8% +$132K 0.18% 78
2025
Q2 		$1.79M Buy
5,747
+1,393
+32% +$532K 0.18% 83
2025
Q1 		$2.28M Buy
4,354
+1,105
+34% +$565K 0.26% 57
2024
Q4 		$1.64M Sell
3,249
-275
-8% -$156K 0.19% 80
2024
Q3 		$2.06M Buy
3,524
+278
+9% +$157K 0.21% 90
2024
Q2 		$1.65M Sell
3,246
-149
-4% -$73K 0.18% 101
2024
Q1 		$1.68M Sell
3,395
-2,016
-37% -$1.02M 0.19% 94
2023
Q4 		$2.85M Sell
5,411
-139
-3% -$74.1K 0.37% 40
2023
Q3 		$2.8M Buy
5,550
+500
+10% +$246K 0.42% 42
2023
Q2 		$2.43M Buy
5,050
+1,004
+25% +$491K 0.4% 50
2023
Q1 		$1.91M Buy
4,046
+32
+0.8% +$15.4K 0.46% 51
2022
Q4 		$2.13M Buy
4,014
+101
+3% +$53.5K 0.57% 42
2022
Q3 		$1.98M Sell
3,913
-4
-0.1% -$2.1K 0.6% 35
2022
Q2 		$2.01M Sell
3,917
-272
-6% -$137K 0.59% 39
2022
Q1 		$2.14M Sell
4,189
-2,073
-33% -$1,000K 0.62% 34
2021
Q4 		$3.14M Buy
6,262
+497
+9% +$225K 0.64% 32
2021
Q3 		$2.25M Sell
5,765
-259
-4% -$107K 0.49% 45
2021
Q2 		$2.41M Buy
6,024
+821
+16% +$327K 0.5% 35
2021
Q1 		$1.94M Buy
5,203
+151
+3% +$52.3K 0.44% 40
2020
Q4 		$1.77M Buy
5,052
+1,792
+55% +$601K 0.48% 31
2020
Q3 		$1.02M Sell
3,260
-459
-12% -$141K 0.43% 30
2020
Q2 		$1.1M Buy
+3,719
New +$1.07M 0.65% 36

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

Advisor OS's UNH Position: Q2 2026 in Review

Advisor OS reduced its UnitedHealth (UNH) stake by 1.9% in Q2 2026, selling an estimated $57.5K and leaving 8,176 shares worth $3.4M. The position accounts for 0.23% of the portfolio, ranked #76.

Advisor OS first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Advisor OS held 8,176 shares of UnitedHealth worth $3.4M as of Q2 2026.
  • Advisor OS sold 155 UnitedHealth shares in Q2 2026, an estimated $57.5K.
  • UnitedHealth made up 0.23% of Advisor OS's portfolio in Q2 2026, its #76 holding.
  • Advisor OS first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.