BAS
UNH icon

Breakthru Advisory Services’s UnitedHealth UNH Stock Holding History

Breakthru Advisory Services’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 		– Sell
-825
Closed -$223K – 54
2026
Q1 		$223K Sell
825
-36
-4% -$10.7K 0.36% 50
2025
Q4 		$284K Buy
861
+16
+2% +$5.42K 0.18% 52
2025
Q3 		$292K Buy
+845
New +$256K 0.19% 46
2025
Q1 		– Sell
-811
Closed -$410K – 50
2024
Q4 		$410K Buy
+811
New +$461K 0.37% 30

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Breakthru Advisory Services's UNH Position: Q2 2026 in Review

Breakthru Advisory Services sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 825 shares — an estimated $223K sold.

Breakthru Advisory Services first reported a position in UNH in Q4 2024 and held it in 4 quarters. The position peaked at $410K in Q4 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Breakthru Advisory Services reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 825 UnitedHealth shares in Q2 2026, an estimated $223K.
  • Breakthru Advisory Services first reported a position in UnitedHealth in Q4 2024 and held it in 4 quarters.
  • Breakthru Advisory Services's UnitedHealth position peaked at $410K in Q4 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Breakthru Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.