Biltmore Family Office’s UnitedHealth UNH Stock Holding History

Biltmore Family Office’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	$428K	Buy	+1,030	New	+$382K	0.06%	172
2026 Q1	–	Sell	-606	Closed	-$200K	–	354
2025 Q4	$200K	Buy	+606	New	+$205K	0.03%	232
2025 Q3	–	Sell	-654	Closed	-$204K	–	299
2025 Q2	$204K	Sell	654 -92	-12%	-$35.2K	0.03%	209
2025 Q1	$391K	Hold	746	–	–	0.07%	150
2024 Q4	$377K	Buy	746 +11	+1%	+$6.25K	0.06%	148
2024 Q3	$430K	Buy	735 +178	+32%	+$101K	0.07%	137
2024 Q2	$284K	Buy	+557	New	+$273K	0.05%	160
2024 Q1	–	Sell	-398	Closed	-$210K	–	241
2023 Q4	$210K	Buy	+398	New	+$212K	0.04%	183
2023 Q2	–	Sell	-1,689	Closed	-$798K	–	270
2023 Q1	$798K	Buy	1,689 +24	+1%	+$11.6K	0.17%	87
2022 Q4	$883K	Buy	+1,665	New	+$882K	0.18%	78
2020 Q4	–	Sell	-909	Closed	-$283K	–	193
2020 Q3	$283K	Hold	909	–	–	0.16%	114
2020 Q2	$268K	Sell	909 -1,800	-66%	-$516K	0.16%	121
2020 Q1	$676K	Sell	2,709 -48	-2%	-$13.2K	0.44%	65
2019 Q4	$811K	Buy	2,757 +582	+27%	+$152K	0.33%	73
2019 Q3	$473K	Buy	2,175 +835	+62%	+$201K	0.2%	95
2019 Q2	$327K	Sell	1,340 -465	-26%	-$112K	0.18%	105
2019 Q1	$446K	Hold	1,805	–	–	0.23%	91
2018 Q4	$450K	Buy	1,805 +464	+35%	+$123K	0.25%	89
2018 Q3	$357K	Buy	1,341 +66	+5%	+$17.2K	0.17%	111
2018 Q2	$313K	Sell	1,275 -2,750	-68%	-$660K	0.16%	113
2018 Q1	$861K	Buy	4,025 +750	+23%	+$171K	0.38%	73
2017 Q4	$722K	Buy	+3,275	New	+$694K	0.33%	79

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Biltmore Family Office's UNH Position: Q2 2026 in Review

Biltmore Family Office opened a new position in UnitedHealth (UNH) in Q2 2026: 1,030 shares worth $428K. The stake represents 0.06% of the portfolio and ranks #172 among its holdings. This is a return to the name: Biltmore Family Office previously reported a position in UNH as recently as Q4 2025.

Biltmore Family Office first reported a position in UNH in Q4 2017 and has held it in 22 quarters since. The position peaked at $883K in Q4 2022. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Biltmore Family Office held 1,030 shares of UnitedHealth worth $428K as of Q2 2026.
UnitedHealth was a new Biltmore Family Office position in Q2 2026.
UnitedHealth made up 0.06% of Biltmore Family Office's portfolio in Q2 2026, its #172 holding.
Biltmore Family Office first reported a position in UnitedHealth in Q4 2017 and has held it in 22 quarters since.
Biltmore Family Office's UnitedHealth position peaked at $883K in Q4 2022.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.