BA
UNH icon

Ballast Advisors’s UnitedHealth UNH Stock Holding History

Ballast 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 		$841K Buy
2,024
+910
+82% +$337K 0.2% 57
2026
Q1 		$301K Sell
1,114
-28
-2% -$8.34K 0.09% 91
2025
Q4 		$377K Buy
1,142
+121
+12% +$41K 0.1% 82
2025
Q3 		$353K Buy
1,021
+2
+0.2% +$605 0.1% 83
2025
Q2 		$318K Sell
1,019
-116
-10% -$44.3K 0.09% 86
2025
Q1 		$594K Buy
1,135
+31
+3% +$15.8K 0.19% 62
2024
Q4 		$558K Sell
1,104
-147
-12% -$83.5K 0.17% 68
2024
Q3 		$731K Sell
1,251
-37
-3% -$20.9K 0.23% 61
2024
Q2 		$656K Sell
1,288
-151
-10% -$74K 0.21% 60
2024
Q1 		$712K Sell
1,439
-10
-0.7% -$5.08K 0.24% 60
2023
Q4 		$763K Sell
1,449
-86
-6% -$45.9K 0.28% 53
2023
Q3 		$774K Buy
1,535
+64
+4% +$31.5K 0.31% 48
2023
Q2 		$707K Sell
1,471
-58
-4% -$28.4K 0.27% 43
2023
Q1 		$723K Buy
1,529
+84
+6% +$40.5K 0.29% 42
2022
Q4 		$766K Hold
1,445
– – 0.34% 40
2022
Q3 		$730K Hold
1,445
– – 0.34% 42
2022
Q2 		$742K Buy
1,445
+2
+0.1% +$1K 0.33% 41
2022
Q1 		$736K Sell
1,443
-336
-19% -$162K 0.29% 46
2021
Q4 		$893K Sell
1,779
-6
-0.3% -$2.72K 0.34% 39
2021
Q3 		$697K Buy
1,785
+17
+1% +$7.04K 0.29% 40
2021
Q2 		$708K Buy
1,768
+2
+0.1% +$797 0.3% 39
2021
Q1 		$657K Buy
1,766
+20
+1% +$6.93K 0.3% 40
2020
Q4 		$612K Sell
1,746
-480
-22% -$161K 0.32% 41
2020
Q3 		$694K Hold
2,226
– – 0.43% 33
2020
Q2 		$657K Buy
2,226
+517
+30% +$148K 0.47% 32
2020
Q1 		$426K Sell
1,709
-12
-0.7% -$3.3K 0.4% 38
2019
Q4 		$506K Buy
+1,721
New +$450K 0.37% 43

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

Ballast Advisors's UNH Position: Q2 2026 in Review

Ballast Advisors increased its UnitedHealth (UNH) stake by 82% in Q2 2026, buying an estimated $337K and bringing the position to 2,024 shares worth $841K. The position accounts for 0.2% of the portfolio, ranked #57.

Ballast Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $893K in Q4 2021. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ballast Advisors held 2,024 shares of UnitedHealth worth $841K as of Q2 2026.
  • Ballast Advisors bought 910 UnitedHealth shares in Q2 2026, an estimated $337K.
  • UnitedHealth made up 0.2% of Ballast Advisors's portfolio in Q2 2026, its #57 holding.
  • Ballast Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Ballast Advisors's UnitedHealth position peaked at $893K in Q4 2021.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.