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Concord Investment Counsel’s UnitedHealth UNH Stock Holding History

Concord Investment Counsel’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 		$9.97M Sell
24,054
-23
-0.1% -$8.53K 2.72% 17
2026
Q1 		$6.51M Sell
24,077
-200
-0.8% -$59.6K 2.19% 19
2025
Q4 		$8.01M Sell
24,277
-969
-4% -$328K 2.6% 15
2025
Q3 		$8.72M Buy
+25,246
New +$7.64M 2.77% 14
2024
Q1 		$14.5M Buy
+29,399
New +$14.9M 5.25% 6

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

Concord Investment Counsel's UNH Position: Q2 2026 in Review

Concord Investment Counsel reduced its UnitedHealth (UNH) stake by 0.1% in Q2 2026, selling an estimated $8.53K and leaving 24,054 shares worth $9.97M. The position accounts for 2.72% of the portfolio, ranked #17.

Concord Investment Counsel first reported a position in UNH in Q1 2024 and has held it in 5 quarters since. The position peaked at $14.5M in Q1 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Concord Investment Counsel held 24,054 shares of UnitedHealth worth $9.97M as of Q2 2026.
  • Concord Investment Counsel sold 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
  • UnitedHealth made up 2.72% of Concord Investment Counsel's portfolio in Q2 2026, its #17 holding.
  • Concord Investment Counsel first reported a position in UnitedHealth in Q1 2024 and has held it in 5 quarters since.
  • Concord Investment Counsel's UnitedHealth position peaked at $14.5M in Q1 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.