BlueStem Wealth Partners’s UnitedHealth UNH Stock Holding History

BlueStem Wealth Partners’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	$1.36M	Sell	3,281 -135	-4%	-$50K	0.14%	56
2026 Q1	$924K	Sell	3,416 -82	-2%	-$24.4K	0.1%	64
2025 Q4	$1.15M	Sell	3,498 -553	-14%	-$187K	0.13%	57
2025 Q3	$1.4M	Buy	4,051 +289	+8%	+$87.4K	0.16%	47
2025 Q2	$1.17M	Buy	3,762 +234	+7%	+$89.4K	0.14%	45
2025 Q1	$1.85M	Sell	3,528 -35	-1%	-$17.9K	0.25%	35
2024 Q4	$1.8M	Buy	+3,563	New	+$2.02M	0.24%	37

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlueStem Wealth Partners's UNH Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its UnitedHealth (UNH) stake by 4% in Q2 2026, selling an estimated $50K and leaving 3,281 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #56.

BlueStem Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BlueStem Wealth Partners held 3,281 shares of UnitedHealth worth $1.36M as of Q2 2026.
BlueStem Wealth Partners sold 135 UnitedHealth shares in Q2 2026, an estimated $50K.
UnitedHealth made up 0.14% of BlueStem Wealth Partners's portfolio in Q2 2026, its #56 holding.
BlueStem Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's UnitedHealth position peaked at $1.85M in Q1 2025.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.