Commonwealth Financial Services’s UnitedHealth UNH Stock Holding History

Commonwealth Financial 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	$525K	Buy	1,263 +342	+37%	+$127K	0.07%	141
2026 Q1	$249K	Sell	921 -242	-21%	-$72.1K	0.04%	212
2025 Q4	$384K	Sell	1,163 -126	-10%	-$42.7K	0.06%	145
2025 Q3	$445K	Buy	1,289 +282	+28%	+$85.3K	0.08%	126
2025 Q2	$314K	Buy	1,007 +11	+1%	+$4.2K	0.06%	154
2025 Q1	$522K	Sell	996 -8	-0.8%	-$4.09K	0.11%	107
2024 Q4	$508K	Buy	1,004 +209	+26%	+$119K	0.1%	102
2024 Q3	$464K	Buy	795 +69	+10%	+$39K	0.09%	106
2024 Q2	$355K	Buy	726 +60	+9%	+$29.4K	0.07%	119
2024 Q1	$351K	Hold	666	–	–	0.08%	121
2023 Q4	$351K	Buy	+666	New	+$355K	0.08%	120

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

Commonwealth Financial Services's UNH Position: Q2 2026 in Review

Commonwealth Financial Services increased its UnitedHealth (UNH) stake by 37% in Q2 2026, buying an estimated $127K and bringing the position to 1,263 shares worth $525K. The position accounts for 0.07% of the portfolio, ranked #141.

Commonwealth Financial Services first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Commonwealth Financial Services held 1,263 shares of UnitedHealth worth $525K as of Q2 2026.
Commonwealth Financial Services bought 342 UnitedHealth shares in Q2 2026, an estimated $127K.
UnitedHealth made up 0.07% of Commonwealth Financial Services's portfolio in Q2 2026, its #141 holding.
Commonwealth Financial Services first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.