Boyd Watterson Asset Management’s UnitedHealth UNH Stock Holding History

Boyd Watterson 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	$1.71M	Buy	4,112 +646	+19%	+$239K	0.46%	50
2026 Q1	$938K	Buy	3,466 +279	+9%	+$83.1K	0.29%	67
2025 Q4	$1.05M	Buy	3,187 +42	+1%	+$14.2K	0.3%	63
2025 Q3	$1.09M	Buy	3,145 +2,931	+1,370%	+$886K	0.32%	63
2025 Q2	$66.8K	Sell	214 -53	-20%	-$20.3K	0.02%	166
2025 Q1	$140K	Sell	267 -51	-16%	-$26.1K	0.04%	140
2024 Q4	$161K	Hold	318	–	–	0.04%	137
2024 Q3	$186K	Sell	318 -13	-4%	-$7.35K	0.05%	130
2024 Q2	$169K	Hold	331	–	–	0.05%	128
2024 Q1	$164K	Hold	331	–	–	0.06%	129
2023 Q4	$174K	Hold	331	–	–	0.07%	129
2023 Q3	$167K	Sell	331 -2	-0.6%	-$984	0.07%	126
2023 Q2	$160K	Sell	333 -125	-27%	-$61.1K	0.06%	127
2023 Q1	$216K	Hold	458	–	–	0.09%	126
2022 Q4	$243K	Buy	+458	New	+$243K	0.1%	119
2019 Q2	–	Sell	-1,142	Closed	-$282K	–	123
2019 Q1	$282K	Buy	+1,142	New	+$291K	0.18%	104

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 $3.38T AUM 44.17% 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

Boyd Watterson Asset Management's UNH Position: Q2 2026 in Review

Boyd Watterson Asset Management increased its UnitedHealth (UNH) stake by 19% in Q2 2026, buying an estimated $239K and bringing the position to 4,112 shares worth $1.71M. The position accounts for 0.46% of the portfolio, ranked #50.

Boyd Watterson Asset Management first reported a position in UNH in Q1 2019 and has held it in 16 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Boyd Watterson Asset Management held 4,112 shares of UnitedHealth worth $1.71M as of Q2 2026.
Boyd Watterson Asset Management bought 646 UnitedHealth shares in Q2 2026, an estimated $239K.
UnitedHealth made up 0.46% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #50 holding.
Boyd Watterson Asset Management first reported a position in UnitedHealth in Q1 2019 and has held it in 16 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.