Boston Research & Management’s UnitedHealth UNH Stock Holding History

Boston Research & 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	$308K	Hold	740	–	–	0.07%	105
2026 Q1	$200K	Hold	740	–	–	0.05%	115
2025 Q4	$244K	Hold	740	–	–	0.06%	113
2025 Q3	$256K	Hold	740	–	–	0.06%	112
2025 Q2	$231K	Hold	740	–	–	0.05%	109
2025 Q1	$387K	Hold	740	–	–	0.1%	92
2024 Q4	$374K	Hold	740	–	–	0.09%	96
2024 Q3	$432K	Hold	740	–	–	0.1%	92
2024 Q2	$376K	Hold	740	–	–	0.1%	96
2024 Q1	$366K	Hold	740	–	–	0.09%	97
2023 Q4	$389K	Hold	740	–	–	0.1%	92
2023 Q3	$373K	Hold	740	–	–	0.11%	90
2023 Q2	$355K	Hold	740	–	–	0.1%	93
2023 Q1	$349K	Hold	740	–	–	0.1%	93
2022 Q4	$392K	Hold	740	–	–	0.12%	92
2022 Q3	$373K	Hold	740	–	–	0.13%	91
2022 Q2	$380K	Hold	740	–	–	0.12%	93
2022 Q1	$377K	Hold	740	–	–	0.11%	92
2021 Q4	$371K	Hold	740	–	–	0.1%	91
2021 Q3	$289K	Hold	740	–	–	0.09%	96
2021 Q2	$296K	Hold	740	–	–	0.09%	93
2021 Q1	$275K	Hold	740	–	–	0.09%	95
2020 Q4	$259K	Hold	740	–	–	0.09%	96
2020 Q3	$230K	Hold	740	–	–	0.09%	93
2020 Q2	$218K	Sell	740 -78	-10%	-$22.4K	0.09%	93
2020 Q1	$203K	Hold	818	–	–	0.1%	89
2019 Q4	$240K	Buy	+818	New	+$214K	0.09%	96
2019 Q2	–	Sell	-818	Closed	-$202K	–	102
2019 Q1	$202K	Hold	818	–	–	0.08%	102
2018 Q4	$203K	Hold	818	–	–	0.1%	98
2018 Q3	$217K	Buy	+818	New	+$213K	0.1%	96

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

Boston Research & Management's UNH Position: Q2 2026 in Review

Boston Research & Management held its UnitedHealth (UNH) position steady in Q2 2026 at 740 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #105.

Boston Research & Management first reported a position in UNH in Q3 2018 and has held it in 30 quarters since. The position peaked at $432K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Boston Research & Management held 740 shares of UnitedHealth worth $308K as of Q2 2026.
Boston Research & Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.07% of Boston Research & Management's portfolio in Q2 2026, its #105 holding.
Boston Research & Management first reported a position in UnitedHealth in Q3 2018 and has held it in 30 quarters since.
Boston Research & Management's UnitedHealth position peaked at $432K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.