Bayban’s UnitedHealth UNH Stock Holding History

Bayban’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	$16.1M	Sell	38,800 -1,282	-3%	-$475K	12.37%	1
2026 Q1	$10.8M	Sell	40,082 -557	-1%	-$166K	9.43%	1
2025 Q4	$13.4M	Buy	+40,639	New	+$13.8M	11.86%	1

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bayban's UNH Position: Q2 2026 in Review

Bayban reduced its UnitedHealth (UNH) stake by 3.2% in Q2 2026, selling an estimated $475K and leaving 38,800 shares worth $16.1M. The position accounts for 12.37% of the portfolio, ranked #1.

Bayban first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Bayban held 38,800 shares of UnitedHealth worth $16.1M as of Q2 2026.
Bayban sold 1,282 UnitedHealth shares in Q2 2026, an estimated $475K.
UnitedHealth made up 12.37% of Bayban's portfolio in Q2 2026, its #1 holding.
Bayban first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.