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UNH icon

bLong Financial’s UnitedHealth UNH Stock Holding History

bLong Financial’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 		$256K Buy
+617
New +$229K 0.17% 67
2026
Q1 		– Sell
-1,125
Closed -$371K – 81
2025
Q4 		$371K Sell
1,125
-121
-10% -$41K 0.26% 52
2025
Q3 		$430K Buy
1,246
+579
+87% +$175K 0.3% 48
2025
Q2 		$208K Hold
667
– – 0.16% 72
2025
Q1 		$349K Hold
667
– – 0.31% 52
2024
Q4 		$337K Buy
+667
New +$379K 0.28% 53

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

bLong Financial's UNH Position: Q2 2026 in Review

bLong Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 617 shares worth $256K. The stake represents 0.17% of the portfolio and ranks #67 among its holdings. This is a return to the name: bLong Financial previously reported a position in UNH as recently as Q4 2025.

bLong Financial first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q3 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • bLong Financial held 617 shares of UnitedHealth worth $256K as of Q2 2026.
  • UnitedHealth was a new bLong Financial position in Q2 2026.
  • UnitedHealth made up 0.17% of bLong Financial's portfolio in Q2 2026, its #67 holding.
  • bLong Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • bLong Financial's UnitedHealth position peaked at $430K in Q3 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.