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BLKBRD Asset Management’s UnitedHealth UNH Stock Holding History

BLKBRD Asset Management’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 		– Sell
-10,012
Closed -$2.71M – 18
2026
Q1 		$2.71M Sell
10,012
-2,383
-19% -$710K 7.08% 5
2025
Q4 		$4.09M Sell
12,395
-44,368
-78% -$15M 5.5% 7
2025
Q3 		$19.6M Buy
+56,763
New +$17.2M 5.46% 8

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

BLKBRD Asset Management's UNH Position: Q2 2026 in Review

BLKBRD Asset Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 10,012 shares — an estimated $2.71M sold.

BLKBRD Asset Management first reported a position in UNH in Q3 2025 and held it in 3 quarters. The position peaked at $19.6M in Q3 2025. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • BLKBRD Asset Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • BLKBRD Asset Management sold 10,012 UnitedHealth shares in Q2 2026, an estimated $2.71M.
  • BLKBRD Asset Management first reported a position in UnitedHealth in Q3 2025 and held it in 3 quarters.
  • BLKBRD Asset Management's UnitedHealth position peaked at $19.6M in Q3 2025.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BLKBRD Asset Management's 13F filing for Q2 2026.