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Ballew Advisors’s UnitedHealth UNH Stock Holding History

Ballew 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 		$234K Buy
+551
New +$204K 0.12% 113
2025
Q2 		– Sell
-508
Closed -$304K – 117
2025
Q1 		$304K Buy
+508
New +$260K 0.2% 83
2018
Q4 		– Sell
-251
Closed -$65K – 413
2018
Q3 		$65K Sell
251
-40
-14% -$10.4K 0.06% 146
2018
Q2 		$71K Hold
291
– – 0.08% 129
2018
Q1 		$62K Buy
+291
New +$66.5K 0.05% 145

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

Ballew Advisors's UNH Position: Q2 2026 in Review

Ballew Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 551 shares worth $234K. The stake represents 0.12% of the portfolio and ranks #113 among its holdings. This is a return to the name: Ballew Advisors previously reported a position in UNH as recently as Q1 2025.

Ballew Advisors first reported a position in UNH in Q1 2018 and has held it in 5 quarters since. The position peaked at $304K in Q1 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ballew Advisors held 551 shares of UnitedHealth worth $234K as of Q2 2026.
  • UnitedHealth was a new Ballew Advisors position in Q2 2026.
  • UnitedHealth made up 0.12% of Ballew Advisors's portfolio in Q2 2026, its #113 holding.
  • Ballew Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 5 quarters since.
  • Ballew Advisors's UnitedHealth position peaked at $304K in Q1 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.