Copley Financial Group’s UnitedHealth UNH Stock Holding History

Copley Financial Group’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	$447K	Sell	1,075 -533	-33%	-$198K	0.27%	49
2026 Q1	$435K	Sell	1,608 -90	-5%	-$26.8K	0.26%	61
2025 Q4	$561K	Sell	1,698 -151	-8%	-$51.2K	0.35%	42
2025 Q3	$638K	Buy	1,849 +485	+36%	+$147K	0.44%	34
2025 Q2	$426K	Buy	1,364 +6	+0.4%	+$2.29K	0.32%	64
2025 Q1	$711K	Buy	1,358 +9	+0.7%	+$4.6K	0.54%	30
2024 Q4	$682K	Buy	1,349 +4	+0.3%	+$2.27K	0.52%	32
2024 Q3	$786K	Buy	+1,345	New	+$761K	0.71%	20

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

Copley Financial Group's UNH Position: Q2 2026 in Review

Copley Financial Group reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $198K and leaving 1,075 shares worth $447K. The position accounts for 0.27% of the portfolio, ranked #49.

Copley Financial Group first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $786K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Copley Financial Group held 1,075 shares of UnitedHealth worth $447K as of Q2 2026.
Copley Financial Group sold 533 UnitedHealth shares in Q2 2026, an estimated $198K.
UnitedHealth made up 0.27% of Copley Financial Group's portfolio in Q2 2026, its #49 holding.
Copley Financial Group first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's UnitedHealth position peaked at $786K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.