Betterment LLC
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Betterment LLC’s UnitedHealth UNH Stock Holding History

Betterment LLC’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 		$290K Sell
697
-132
-16% -$48.9K ﹤0.01% 587
2026
Q1 		$224K Buy
+829
New +$247K ﹤0.01% 587
2024
Q4 		– Sell
-425
Closed -$248K – 454
2024
Q3 		$248K Buy
+425
New +$240K ﹤0.01% 399

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

Betterment LLC's UNH Position: Q2 2026 in Review

Betterment LLC reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $48.9K and leaving 697 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Betterment LLC first reported a position in UNH in Q3 2024 and has held it in 3 quarters since. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Betterment LLC held 697 shares of UnitedHealth worth $290K as of Q2 2026.
  • Betterment LLC sold 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
  • UnitedHealth made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #587 holding.
  • Betterment LLC first reported a position in UnitedHealth in Q3 2024 and has held it in 3 quarters since.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.