Boomfish Wealth Group’s UnitedHealth UNH Stock Holding History

Boomfish Wealth Group’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	$2.55M	Sell	6,125 -1,292	-17%	-$479K	1.16%	35
2026 Q1	$2.01M	Buy	7,417 +1,605	+28%	+$478K	1.07%	45
2025 Q4	$1.92M	Sell	5,812 -485	-8%	-$164K	1.03%	43
2025 Q3	$2.17M	Buy	6,297 +1,143	+22%	+$346K	1.17%	38
2025 Q2	$1.61M	Buy	5,154 +23	+0.4%	+$8.79K	0.93%	52
2025 Q1	$2.69M	Buy	5,131 +405	+9%	+$207K	1.74%	13
2024 Q4	$2.39M	Buy	4,726 +159	+3%	+$90.3K	1.45%	25
2024 Q3	$2.67M	Sell	4,567 -217	-5%	-$123K	1.64%	19
2024 Q2	$2.44M	Buy	4,784 +121	+3%	+$59.3K	1.58%	21
2024 Q1	$2.31M	Buy	4,663 +424	+10%	+$216K	1.55%	23
2023 Q4	$2.23M	Buy	+4,239	New	+$2.26M	1.61%	23

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

Boomfish Wealth Group's UNH Position: Q2 2026 in Review

Boomfish Wealth Group reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $479K and leaving 6,125 shares worth $2.55M. The position accounts for 1.16% of the portfolio, ranked #35.

Boomfish Wealth Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Boomfish Wealth Group held 6,125 shares of UnitedHealth worth $2.55M as of Q2 2026.
Boomfish Wealth Group sold 1,292 UnitedHealth shares in Q2 2026, an estimated $479K.
UnitedHealth made up 1.16% of Boomfish Wealth Group's portfolio in Q2 2026, its #35 holding.
Boomfish Wealth Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Boomfish Wealth Group's UnitedHealth position peaked at $2.69M in Q1 2025.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.