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Cooper/Haims Advisors’s UnitedHealth UNH Stock Holding History

Cooper/Haims 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 		$301K Buy
+725
New +$269K 0.13% 81
2026
Q1 		– Sell
-658
Closed -$217K – 111
2025
Q4 		$217K Sell
658
-146
-18% -$49.5K 0.1% 88
2025
Q3 		$278K Sell
804
-104
-11% -$31.5K 0.13% 67
2025
Q2 		$283K Buy
908
+140
+18% +$53.5K 0.14% 65
2025
Q1 		$402K Sell
768
-52
-6% -$26.6K 0.22% 46
2024
Q4 		$415K Sell
820
-40
-5% -$22.7K 0.24% 44
2024
Q3 		$503K Sell
860
-12
-1% -$6.79K 0.28% 41
2024
Q2 		$444K Sell
872
-14
-2% -$6.86K 0.25% 42
2024
Q1 		$438K Sell
886
-38
-4% -$19.3K 0.25% 44
2023
Q4 		$486K Hold
924
– – 0.28% 36
2023
Q3 		$466K Buy
924
+1
+0.1% +$492 0.36% 34
2023
Q2 		$444K Buy
923
+75
+9% +$36.7K 0.34% 38
2023
Q1 		$401K Sell
848
-120
-12% -$57.9K 0.32% 38
2022
Q4 		$513K Sell
968
-63
-6% -$33.4K 0.36% 33
2022
Q3 		$521K Hold
1,031
– – 0.43% 32
2022
Q2 		$530K Buy
1,031
+66
+7% +$33.1K 0.35% 33
2022
Q1 		$492K Buy
965
+447
+86% +$216K 0.32% 38
2021
Q4 		$260K Buy
+518
New +$234K 0.16% 64

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

Cooper/Haims Advisors's UNH Position: Q2 2026 in Review

Cooper/Haims Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 725 shares worth $301K. The stake represents 0.13% of the portfolio and ranks #81 among its holdings. This is a return to the name: Cooper/Haims Advisors previously reported a position in UNH as recently as Q4 2025.

Cooper/Haims Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $530K in Q2 2022. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Cooper/Haims Advisors held 725 shares of UnitedHealth worth $301K as of Q2 2026.
  • UnitedHealth was a new Cooper/Haims Advisors position in Q2 2026.
  • UnitedHealth made up 0.13% of Cooper/Haims Advisors's portfolio in Q2 2026, its #81 holding.
  • Cooper/Haims Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Cooper/Haims Advisors's UnitedHealth position peaked at $530K in Q2 2022.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.