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Blueshift Asset Management’s UnitedHealth UNH Stock Holding History

Blueshift 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
-5,401
Closed -$1.46M – 757
2026
Q1 		$1.46M Buy
5,401
+4,605
+579% +$1.37M 0.44% 37
2025
Q4 		$263K Buy
796
+83
+12% +$28.1K 0.08% 355
2025
Q3 		$246K Sell
713
-4,723
-87% -$1.43M 0.08% 356
2025
Q2 		$1.7M Buy
+5,436
New +$2.08M 0.52% 33
2024
Q3 		– Sell
-559
Closed -$285K – 478
2024
Q2 		$285K Buy
+559
New +$274K 0.1% 257
2023
Q2 		– Sell
-928
Closed -$439K – 481
2023
Q1 		$439K Buy
928
+414
+81% +$200K 0.18% 157
2022
Q4 		$273K Sell
514
-367
-42% -$194K 0.13% 241
2022
Q3 		$445K Buy
+881
New +$463K 0.1% 307
2022
Q2 		– Sell
-13,814
Closed -$7.04M – 1014
2022
Q1 		$7.04M Buy
13,814
+7,989
+137% +$3.85M 0.64% 22
2021
Q4 		$2.92M Sell
5,825
-25,714
-82% -$11.6M 0.26% 101
2021
Q3 		$12.3M Buy
31,539
+29,888
+1,810% +$12.4M 0.69% 19
2021
Q2 		$661K Sell
1,651
-7,159
-81% -$2.85M 0.04% 471
2021
Q1 		$3.28M Buy
+8,810
New +$3.05M 0.34% 65
2020
Q4 		– Sell
-16,461
Closed -$5.13M – 884
2020
Q3 		$5.13M Buy
+16,461
New +$5.06M 0.7% 23
2020
Q1 		– Sell
-8,074
Closed -$2.37M – 688
2019
Q4 		$2.37M Sell
8,074
-17,774
-69% -$4.65M 0.27% 88
2019
Q3 		$5.62M Buy
+25,848
New +$6.24M 0.85% 5
2019
Q1 		– Sell
-7,421
Closed -$1.85M – 939
2018
Q4 		$1.85M Buy
+7,421
New +$1.96M 0.34% 50

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

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

Blueshift Asset Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 5,401 shares — an estimated $1.46M sold.

Blueshift Asset Management first reported a position in UNH in Q4 2018 and held it in 17 quarters. The position peaked at $12.3M in Q3 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Blueshift Asset Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Blueshift Asset Management sold 5,401 UnitedHealth shares in Q2 2026, an estimated $1.46M.
  • Blueshift Asset Management first reported a position in UnitedHealth in Q4 2018 and held it in 17 quarters.
  • Blueshift Asset Management's UnitedHealth position peaked at $12.3M in Q3 2021.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.