AP
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Americana Partners’s UnitedHealth UNH Stock Holding History

Americana Partners’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 		$12.1M Buy
29,074
+5,004
+21% +$1.85M 0.27% 83
2026
Q1 		$6.51M Buy
24,070
+6,676
+38% +$1.99M 0.17% 105
2025
Q4 		$5.74M Buy
17,394
+3,003
+21% +$1.02M 0.16% 117
2025
Q3 		$4.97M Buy
14,391
+10,702
+290% +$3.24M 0.15% 124
2025
Q2 		$1.15M Sell
3,689
-19,941
-84% -$7.62M 0.04% 233
2025
Q1 		$12.4M Sell
23,630
-1,646
-7% -$841K 0.48% 57
2024
Q4 		$12.8M Buy
25,276
+4,899
+24% +$2.78M 0.52% 55
2024
Q3 		$11.9M Buy
20,377
+1,984
+11% +$1.12M 0.81% 31
2024
Q2 		$9.37M Buy
18,393
+49
+0.3% +$24K 0.73% 38
2024
Q1 		$9.07M Buy
18,344
+1,662
+10% +$845K 0.76% 36
2023
Q4 		$8.22M Buy
16,682
+1,067
+7% +$569K 0.78% 34
2023
Q3 		$7.91M Buy
15,615
+2,526
+19% +$1.24M 0.85% 28
2023
Q2 		$6.29M Buy
13,089
+278
+2% +$136K 0.81% 29
2023
Q1 		$6.05M Sell
12,811
-640
-5% -$309K 0.95% 21
2022
Q4 		$7.14M Sell
13,451
-61
-0.5% -$32.3K 1.24% 18
2022
Q3 		$6.81M Buy
13,512
+320
+2% +$168K 1.22% 18
2022
Q2 		$6.76M Buy
13,192
+8,536
+183% +$4.29M 1.21% 18
2022
Q1 		$2.41M Sell
4,656
-5,753
-55% -$2.77M 0.74% 31
2021
Q4 		$5.23M Buy
10,409
+2,621
+34% +$1.19M 0.95% 26
2021
Q3 		$3.04M Buy
7,788
+6,458
+486% +$2.67M 0.74% 32
2021
Q2 		$483K Buy
1,330
+424
+47% +$169K 0.25% 75
2021
Q1 		$221K Buy
+906
New +$314K 0.14% 101
2020
Q1 		– Sell
-314
Closed -$92K – 465
2019
Q4 		$92K Buy
+314
New +$82.2K 0.05% 155

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

Americana Partners's UNH Position: Q2 2026 in Review

Americana Partners increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $1.85M and bringing the position to 29,074 shares worth $12.1M. The position accounts for 0.27% of the portfolio, ranked #83.

Americana Partners first reported a position in UNH in Q4 2019 and has held it in 23 quarters since. The position peaked at $12.8M in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Americana Partners held 29,074 shares of UnitedHealth worth $12.1M as of Q2 2026.
  • Americana Partners bought 5,004 UnitedHealth shares in Q2 2026, an estimated $1.85M.
  • UnitedHealth made up 0.27% of Americana Partners's portfolio in Q2 2026, its #83 holding.
  • Americana Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 23 quarters since.
  • Americana Partners's UnitedHealth position peaked at $12.8M in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.