Blume Capital Management’s UnitedHealth UNH Stock Holding History

Blume Capital 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	$114K	Sell	275 -15	-5%	-$5.56K	0.02%	152
2026 Q1	$78.5K	Hold	290	–	–	0.01%	167
2025 Q4	$95.7K	Hold	290	–	–	0.02%	148
2025 Q3	$100K	Sell	290 -2,778	-91%	-$840K	0.02%	151
2025 Q2	$957K	Buy	3,068 +2,777	+954%	+$1.06M	0.19%	63
2025 Q1	$152K	Buy	291 +16	+6%	+$8.18K	0.03%	124
2024 Q4	$139K	Hold	275	–	–	0.03%	125
2024 Q3	$161K	Hold	275	–	–	0.04%	125
2024 Q2	$140K	Hold	275	–	–	0.03%	124
2024 Q1	$136K	Hold	275	–	–	0.03%	125
2023 Q4	$145K	Hold	275	–	–	0.04%	116
2023 Q3	$139K	Hold	275	–	–	0.04%	114
2023 Q2	$132K	Hold	275	–	–	0.04%	113
2023 Q1	$130K	Buy	+275	New	+$133K	0.04%	109

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

Blume Capital Management's UNH Position: Q2 2026 in Review

Blume Capital Management reduced its UnitedHealth (UNH) stake by 5.2% in Q2 2026, selling an estimated $5.56K and leaving 275 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #152.

Blume Capital Management first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $957K in Q2 2025. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Blume Capital Management held 275 shares of UnitedHealth worth $114K as of Q2 2026.
Blume Capital Management sold 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
UnitedHealth made up 0.02% of Blume Capital Management's portfolio in Q2 2026, its #152 holding.
Blume Capital Management first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
Blume Capital Management's UnitedHealth position peaked at $957K in Q2 2025.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.