Connors Investor Services’s UnitedHealth UNH Stock Holding History

Connors Investor 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	$1.27M	Buy	+3,057	New	+$1.13M	0.11%	102
2025 Q3	–	Sell	-25,673	Closed	-$8.01M	–	168
2025 Q2	$8.01M	Buy	25,673 +17,829	+227%	+$6.81M	0.71%	48
2025 Q1	$4.1M	Buy	+7,844	New	+$4.01M	0.41%	53
2024 Q2	–	Sell	-407	Closed	-$201K	–	162
2024 Q1	$201K	Buy	+407	New	+$207K	0.02%	147
2023 Q4	–	Sell	-614	Closed	-$310K	–	161
2023 Q3	$310K	Sell	614 -24,585	-98%	-$12.1M	0.04%	115
2023 Q2	$12.1M	Sell	25,199 -319	-1%	-$156K	1.37%	30
2023 Q1	$12.1M	Buy	25,518 +146	+0.6%	+$70.5K	1.42%	26
2022 Q4	$13.5M	Sell	25,372 -512	-2%	-$271K	1.68%	20
2022 Q3	$13.1M	Buy	25,884 +507	+2%	+$267K	1.71%	15
2022 Q2	$13M	Sell	25,377 -425	-2%	-$213K	1.64%	19
2022 Q1	$13.2M	Buy	25,802 +12,833	+99%	+$6.19M	1.37%	28
2021 Q4	$6.49M	Sell	12,969 -5,010	-28%	-$2.27M	0.64%	51
2021 Q3	$7.03M	Buy	17,979 +279	+2%	+$116K	0.74%	50
2021 Q2	$7.09M	Buy	17,700 +685	+4%	+$273K	0.74%	48
2021 Q1	$6.33M	Buy	17,015 +11,455	+206%	+$3.97M	0.72%	47
2020 Q4	$1.95M	Buy	+5,560	New	+$1.86M	0.24%	93

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

Connors Investor Services's UNH Position: Q2 2026 in Review

Connors Investor Services opened a new position in UnitedHealth (UNH) in Q2 2026: 3,057 shares worth $1.27M. The stake represents 0.11% of the portfolio and ranks #102 among its holdings. This is a return to the name: Connors Investor Services previously reported a position in UNH as recently as Q2 2025.

Connors Investor Services first reported a position in UNH in Q4 2020 and has held it in 16 quarters since. The position peaked at $13.5M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Connors Investor Services held 3,057 shares of UnitedHealth worth $1.27M as of Q2 2026.
UnitedHealth was a new Connors Investor Services position in Q2 2026.
UnitedHealth made up 0.11% of Connors Investor Services's portfolio in Q2 2026, its #102 holding.
Connors Investor Services first reported a position in UnitedHealth in Q4 2020 and has held it in 16 quarters since.
Connors Investor Services's UnitedHealth position peaked at $13.5M in Q4 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Connors Investor Services's 13F filing for Q2 2026, filed 14 Aug 2026.