Ankerstar Wealth’s UnitedHealth UNH Stock Holding History

Ankerstar Wealth’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	$148K	Hold	356	–	–	0.12%	87
2026 Q1	$96.3K	Buy	356 +304	+585%	+$90.5K	0.1%	106
2025 Q4	$17.2K	Buy	+52	New	+$17.6K	0.02%	234

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

Ankerstar Wealth's UNH Position: Q2 2026 in Review

Ankerstar Wealth held its UnitedHealth (UNH) position steady in Q2 2026 at 356 shares worth $148K. The position accounts for 0.12% of the portfolio, ranked #87.

Ankerstar Wealth first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Ankerstar Wealth held 356 shares of UnitedHealth worth $148K as of Q2 2026.
Ankerstar Wealth left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.12% of Ankerstar Wealth's portfolio in Q2 2026, its #87 holding.
Ankerstar Wealth first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.