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Catalyst Funds Management’s UnitedHealth UNH Stock Holding History

Catalyst Funds 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 		$11M Buy
+26,560
New +$9.84M 0.62% 30
2025
Q1 		– Sell
-1,100
Closed -$556K – 591
2024
Q4 		$556K Buy
+1,100
New +$625K 0.14% 144
2024
Q3 		– Sell
-2,100
Closed -$1.07M – 1614
2024
Q2 		$1.07M Buy
+2,100
New +$1.03M 0.29% 55

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 $3.38T AUM 44.17% 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

Catalyst Funds Management's UNH Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in UnitedHealth (UNH) in Q2 2026: 26,560 shares worth $11M. The stake represents 0.62% of the portfolio and ranks #30 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in UNH as recently as Q4 2024.

Catalyst Funds Management first reported a position in UNH in Q2 2024 and has held it in 3 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Catalyst Funds Management held 26,560 shares of UnitedHealth worth $11M as of Q2 2026.
  • UnitedHealth was a new Catalyst Funds Management position in Q2 2026.
  • UnitedHealth made up 0.62% of Catalyst Funds Management's portfolio in Q2 2026, its #30 holding.
  • Catalyst Funds Management first reported a position in UnitedHealth in Q2 2024 and has held it in 3 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.