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Carl P. Sherr & Co’s UnitedHealth UNH Stock Holding History

Carl P. Sherr & Co’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 		$268K Buy
+645
New +$239K 0.11% 116
2025
Q4 		– Sell
-645
Closed -$223K – 133
2025
Q3 		$223K Hold
645
– – 0.11% 110
2025
Q2 		$201K Hold
645
– – 0.1% 114
2025
Q1 		$338K Buy
+645
New +$330K 0.18% 89
2022
Q4 		– Sell
-407
Closed -$206K – 119
2022
Q3 		$206K Buy
+407
New +$214K 0.16% 107

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

Carl P. Sherr & Co's UNH Position: Q2 2026 in Review

Carl P. Sherr & Co opened a new position in UnitedHealth (UNH) in Q2 2026: 645 shares worth $268K. The stake represents 0.11% of the portfolio and ranks #116 among its holdings. This is a return to the name: Carl P. Sherr & Co previously reported a position in UNH as recently as Q3 2025.

Carl P. Sherr & Co first reported a position in UNH in Q3 2022 and has held it in 5 quarters since. The position peaked at $338K in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Carl P. Sherr & Co held 645 shares of UnitedHealth worth $268K as of Q2 2026.
  • UnitedHealth was a new Carl P. Sherr & Co position in Q2 2026.
  • UnitedHealth made up 0.11% of Carl P. Sherr & Co's portfolio in Q2 2026, its #116 holding.
  • Carl P. Sherr & Co first reported a position in UnitedHealth in Q3 2022 and has held it in 5 quarters since.
  • Carl P. Sherr & Co's UnitedHealth position peaked at $338K in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.