Concurrent Investment Advisors’s UnitedHealth UNH Stock Holding History

Concurrent Investment Advisors’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	$12.5M	Buy	30,010 +3,041	+11%	+$1.13M	0.11%	211
2026 Q1	$7.3M	Sell	26,969 -3,026	-10%	-$901K	0.08%	272
2025 Q4	$9.9M	Buy	29,995 +4,328	+17%	+$1.47M	0.11%	187
2025 Q3	$8.86M	Buy	25,667 +757	+3%	+$229K	0.15%	140
2025 Q2	$7.77M	Sell	24,910 -794	-3%	-$303K	0.15%	146
2025 Q1	$13.5M	Buy	25,704 +4,371	+20%	+$2.23M	0.33%	61
2024 Q4	$10.8M	Sell	21,333 -666	-3%	-$378K	0.29%	78
2024 Q3	$12.9M	Buy	21,999 +920	+4%	+$520K	0.38%	58
2024 Q2	$10.7M	Buy	21,079 +6,501	+45%	+$3.19M	0.35%	63
2024 Q1	$7.21M	Buy	14,578 +1,112	+8%	+$565K	0.29%	80
2023 Q4	$7.09M	Buy	+13,466	New	+$7.18M	0.33%	71

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's UNH Position: Q2 2026 in Review

Concurrent Investment Advisors increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $1.13M and bringing the position to 30,010 shares worth $12.5M. The position accounts for 0.11% of the portfolio, ranked #211.

Concurrent Investment Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Concurrent Investment Advisors held 30,010 shares of UnitedHealth worth $12.5M as of Q2 2026.
Concurrent Investment Advisors bought 3,041 UnitedHealth shares in Q2 2026, an estimated $1.13M.
UnitedHealth made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #211 holding.
Concurrent Investment Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's UnitedHealth position peaked at $13.5M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.