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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 		$1.5M Buy
+3,600
New +$1.33M 0.01% 819
2025
Q4 		– Sell
-500
Closed -$173K – 1846
2025
Q3 		$173K Buy
500
+100
+25% +$30.2K ﹤0.01% 1380
2025
Q2 		$125K Buy
+400
New +$153K ﹤0.01% 1314

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

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.