BGA
UNH icon

Battery Global Advisors’s UnitedHealth UNH Stock Holding History

Battery Global 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 		$24.9K Hold
60
– – 0.01% 106
2026
Q1 		$16.1K Buy
60
+54
+900% +$16.1K 0.01% 111
2025
Q4 		$2.92K Sell
6
-53
-90% -$18K ﹤0.01% 178
2025
Q3 		$20.3K Buy
59
+1
+2% +$302 0.01% 106
2025
Q2 		$18.2K Hold
58
– – 0.01% 103
2025
Q1 		$30.3K Hold
58
– – 0.02% 88
2024
Q4 		$29.2K Buy
58
+1
+2% +$568 0.02% 85
2024
Q3 		$33.6K Buy
+57
New +$32.2K 0.02% 82

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

Battery Global Advisors's UNH Position: Q2 2026 in Review

Battery Global Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 60 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #106.

Battery Global Advisors first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.6K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Battery Global Advisors held 60 shares of UnitedHealth worth $24.9K as of Q2 2026.
  • Battery Global Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Battery Global Advisors's portfolio in Q2 2026, its #106 holding.
  • Battery Global Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Battery Global Advisors's UnitedHealth position peaked at $33.6K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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