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Blue Zone Wealth Advisors’s UnitedHealth UNH Stock Holding History

Blue Zone Wealth Advisors’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 		$11.4M Sell
27,416
-534
-2% -$198K 1.99% 11
2026
Q1 		$7.56M Buy
27,950
+1,182
+4% +$352K 1.54% 17
2025
Q4 		$8.84M Buy
26,768
+518
+2% +$176K 1.69% 13
2025
Q3 		$9.06M Buy
26,250
+1,511
+6% +$457K 1.81% 15
2025
Q2 		$7.72M Buy
24,739
+11,657
+89% +$4.46M 1.93% 14
2025
Q1 		$6.85M Buy
13,082
+1,994
+18% +$1.02M 1.9% 13
2024
Q4 		$5.61M Buy
11,088
+291
+3% +$165K 1.62% 21
2024
Q3 		$6.31M Buy
10,797
+235
+2% +$133K 1.96% 16
2024
Q2 		$5.38M Sell
10,562
-357
-3% -$175K 1.86% 16
2024
Q1 		$5.4M Buy
10,919
+719
+7% +$366K 1.86% 21
2023
Q4 		$5.37M Buy
10,200
+253
+3% +$135K 2.14% 13
2023
Q3 		$5.02M Buy
9,947
+239
+2% +$118K 2.2% 15
2023
Q2 		$4.67M Buy
9,708
+9,036
+1,345% +$4.42M 2.15% 17
2023
Q1 		$317K Sell
672
-153
-19% -$73.8K 0.17% 62
2022
Q4 		$438K Hold
825
– – 0.23% 60
2022
Q3 		$417K Sell
825
-11
-1% -$5.78K 0.22% 67
2022
Q2 		$430K Buy
836
+6
+0.7% +$3.01K 0.2% 69
2022
Q1 		$423K Buy
830
+51
+7% +$24.6K 0.16% 70
2021
Q4 		$391K Buy
779
+121
+18% +$54.8K 0.13% 82
2021
Q3 		$257K Hold
658
– – 0.09% 90
2021
Q2 		$263K Sell
658
-83
-11% -$33.1K 0.1% 79
2021
Q1 		$276K Sell
741
-380
-34% -$132K 0.12% 75
2020
Q4 		$393K Sell
1,121
-301
-21% -$101K 0.19% 61
2020
Q3 		$443K Hold
1,422
– – 0.25% 53
2020
Q2 		$419K Sell
1,422
-1,398
-50% -$401K 0.23% 49
2020
Q1 		$703K Buy
+2,820
New +$776K 0.66% 22

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

Blue Zone Wealth Advisors's UNH Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its UnitedHealth (UNH) stake by 1.9% in Q2 2026, selling an estimated $198K and leaving 27,416 shares worth $11.4M. The position accounts for 1.99% of the portfolio, ranked #11.

Blue Zone Wealth Advisors first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Blue Zone Wealth Advisors held 27,416 shares of UnitedHealth worth $11.4M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 534 UnitedHealth shares in Q2 2026, an estimated $198K.
  • UnitedHealth made up 1.99% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Blue Zone Wealth Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.