Coston McIsaac & Partners’s UnitedHealth UNH Stock Holding History

Coston McIsaac & Partners’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	$62K	Hold	149	–	–	0.01%	303
2026 Q1	$40K	Hold	149	–	–	0.01%	357
2025 Q4	$49K	Sell	149 -12	-7%	-$4.07K	0.01%	321
2025 Q3	$55K	Buy	161 +8	+5%	+$2.42K	0.01%	293
2025 Q2	$47K	Sell	153 -17	-10%	-$6.5K	0.01%	308
2025 Q1	$89K	Hold	170	–	–	0.03%	206
2024 Q4	$86K	Hold	170	–	–	0.03%	207
2024 Q3	$99K	Hold	170	–	–	0.03%	188
2024 Q2	$86K	Buy	170 +1	+0.6%	+$490	0.03%	194
2024 Q1	$84K	Hold	169	–	–	0.03%	198
2023 Q4	$89K	Hold	169	–	–	0.03%	186
2023 Q3	$85K	Buy	169 +6	+4%	+$2.95K	0.03%	183
2023 Q2	$78K	Hold	163	–	–	0.03%	207
2023 Q1	$77K	Sell	163 -10	-6%	-$4.83K	0.03%	204
2022 Q4	$92K	Hold	173	–	–	0.04%	181
2022 Q3	$87K	Sell	173 -1	-0.6%	-$526	0.04%	158
2022 Q2	$89K	Buy	+174	New	+$87.4K	0.05%	99

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 $3.37T AUM 44.26% 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

Coston McIsaac & Partners's UNH Position: Q2 2026 in Review

Coston McIsaac & Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 149 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #303.

Coston McIsaac & Partners first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $99K in Q3 2024. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Coston McIsaac & Partners held 149 shares of UnitedHealth worth $62K as of Q2 2026.
Coston McIsaac & Partners left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #303 holding.
Coston McIsaac & Partners first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's UnitedHealth position peaked at $99K in Q3 2024.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.