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Blalock Williams’s UnitedHealth UNH Stock Holding History

Blalock Williams’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 		$383K Buy
921
+9
+1% +$3.34K 0.25% 89
2026
Q1 		$247K Sell
912
-396
-30% -$118K 0.19% 115
2025
Q4 		$432K Sell
1,308
-88
-6% -$29.8K 0.35% 66
2025
Q3 		$482K Buy
1,396
+48
+4% +$14.5K 0.42% 60
2025
Q2 		$421K Sell
1,348
-151
-10% -$57.7K 0.42% 64
2025
Q1 		$785K Sell
1,499
-112
-7% -$57.3K 0.88% 34
2024
Q4 		$815K Buy
+1,611
New +$915K 0.95% 31

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 $3.38T AUM 44.17% 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

Blalock Williams's UNH Position: Q2 2026 in Review

Blalock Williams increased its UnitedHealth (UNH) stake by 0.99% in Q2 2026, buying an estimated $3.34K and bringing the position to 921 shares worth $383K. The position accounts for 0.25% of the portfolio, ranked #89.

Blalock Williams first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $815K in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Blalock Williams held 921 shares of UnitedHealth worth $383K as of Q2 2026.
  • Blalock Williams bought 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
  • UnitedHealth made up 0.25% of Blalock Williams's portfolio in Q2 2026, its #89 holding.
  • Blalock Williams first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Blalock Williams's UnitedHealth position peaked at $815K in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.