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Costello Asset Management’s UnitedHealth UNH Stock Holding History

Costello Asset Management’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 		$67.7K Sell
163
-18
-10% -$6.67K 0.02% 210
2026
Q1 		$49K Hold
181
– – 0.02% 232
2025
Q4 		$59.8K Hold
181
– – 0.02% 203
2025
Q3 		$62.5K Sell
181
-349
-66% -$106K 0.02% 203
2025
Q2 		$165K Sell
530
-2,305
-81% -$881K 0.06% 122
2025
Q1 		$1.48M Sell
2,835
-3,710
-57% -$1.9M 0.6% 37
2024
Q4 		$3.31M Sell
6,545
-140
-2% -$79.5K 2.19% 17
2024
Q3 		$3.91M Buy
6,685
+37
+0.6% +$20.9K 2.61% 13
2024
Q2 		$3.39M Sell
6,648
-420
-6% -$206K 2.52% 13
2024
Q1 		$3.5M Buy
7,068
+1,025
+17% +$521K 2.5% 18
2023
Q4 		$3.18M Buy
6,043
+5,624
+1,342% +$3M 2.64% 17
2023
Q3 		$211K Buy
+419
New +$206K 0.19% 52
2022
Q1 		– Sell
-110
Closed -$55K – 265
2021
Q4 		$55K Sell
110
-10
-8% -$4.53K 0.03% 106
2021
Q3 		$47K Hold
120
– – 0.03% 111
2021
Q2 		$48K Hold
120
– – 0.03% 109
2021
Q1 		$45K Hold
120
– – 0.03% 118
2020
Q4 		$42K Buy
120
+100
+500% +$33.5K 0.03% 115
2020
Q3 		$6K Buy
20
+10
+100% +$3.07K 0.01% 189
2020
Q2 		$3K Buy
+10
New +$2.87K ﹤0.01% 201

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

Costello Asset Management's UNH Position: Q2 2026 in Review

Costello Asset Management reduced its UnitedHealth (UNH) stake by 9.9% in Q2 2026, selling an estimated $6.67K and leaving 163 shares worth $67.7K. The position accounts for 0.02% of the portfolio, ranked #210.

Costello Asset Management first reported a position in UNH in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.91M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Costello Asset Management held 163 shares of UnitedHealth worth $67.7K as of Q2 2026.
  • Costello Asset Management sold 18 UnitedHealth shares in Q2 2026, an estimated $6.67K.
  • UnitedHealth made up 0.02% of Costello Asset Management's portfolio in Q2 2026, its #210 holding.
  • Costello Asset Management first reported a position in UnitedHealth in Q2 2020 and has held it in 19 quarters since.
  • Costello Asset Management's UnitedHealth position peaked at $3.91M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.