C
UNH icon

Covestor’s UnitedHealth UNH Stock Holding History

Covestor’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 		$388K Sell
933
-5
-0.5% -$1.85K 0.22% 69
2026
Q1 		$254K Sell
938
-407
-30% -$121K 0.18% 86
2025
Q4 		$444K Sell
1,345
-209
-13% -$70.8K 0.23% 54
2025
Q3 		$536K Buy
1,554
+861
+124% +$260K 0.3% 30
2025
Q2 		$216K Buy
693
+137
+25% +$52.4K 0.13% 149
2025
Q1 		$291K Sell
556
-109
-16% -$55.7K 0.19% 59
2024
Q4 		$336K Buy
665
+71
+12% +$40.3K 0.21% 49
2024
Q3 		$347K Sell
594
-60
-9% -$33.9K 0.22% 39
2024
Q2 		$334K Buy
654
+24
+4% +$11.8K 0.22% 45
2024
Q1 		$312K Buy
630
+101
+19% +$51.3K 0.2% 45
2023
Q4 		$278K Sell
529
-70
-12% -$37.3K 0.19% 57
2023
Q3 		$303K Sell
599
-66
-10% -$32.5K 0.23% 43
2023
Q2 		$319K Sell
665
-87
-12% -$42.5K 0.24% 37
2023
Q1 		$355K Buy
752
+10
+1% +$4.83K 0.31% 28
2022
Q4 		$393K Buy
742
+10
+1% +$5.3K 0.32% 30
2022
Q3 		$371K Buy
732
+31
+4% +$16.3K 0.33% 26
2022
Q2 		$361K Buy
701
+24
+4% +$12.1K 0.29% 38
2022
Q1 		$346K Buy
677
+242
+56% +$117K 0.23% 46
2021
Q4 		$219K Buy
+435
New +$197K 0.31% 20

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

Covestor's UNH Position: Q2 2026 in Review

Covestor reduced its UnitedHealth (UNH) stake by 0.53% in Q2 2026, selling an estimated $1.85K and leaving 933 shares worth $388K. The position accounts for 0.22% of the portfolio, ranked #69.

Covestor first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $536K in Q3 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Covestor held 933 shares of UnitedHealth worth $388K as of Q2 2026.
  • Covestor sold 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
  • UnitedHealth made up 0.22% of Covestor's portfolio in Q2 2026, its #69 holding.
  • Covestor first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Covestor's UnitedHealth position peaked at $536K in Q3 2025.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.