Coyle Financial Counsel’s UnitedHealth UNH Stock Holding History

Coyle Financial Counsel’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	$385K	Buy	926 +182	+24%	+$67.5K	0.07%	90
2026 Q1	$201K	Buy	744 +90	+14%	+$26.8K	0.04%	111
2025 Q4	$216K	Buy	+654	New	+$222K	0.05%	109
2025 Q3	–	Sell	-816	Closed	-$255K	–	103
2025 Q2	$255K	Buy	+816	New	+$312K	0.07%	82
2018 Q3	–	Sell	-1,064	Closed	-$261K	–	283
2018 Q2	$261K	Buy	+1,064	New	+$255K	0.24%	45

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

Coyle Financial Counsel's UNH Position: Q2 2026 in Review

Coyle Financial Counsel increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $67.5K and bringing the position to 926 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #90.

Coyle Financial Counsel first reported a position in UNH in Q2 2018 and has held it in 5 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Coyle Financial Counsel held 926 shares of UnitedHealth worth $385K as of Q2 2026.
Coyle Financial Counsel bought 182 UnitedHealth shares in Q2 2026, an estimated $67.5K.
UnitedHealth made up 0.07% of Coyle Financial Counsel's portfolio in Q2 2026, its #90 holding.
Coyle Financial Counsel first reported a position in UnitedHealth in Q2 2018 and has held it in 5 quarters since.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Coyle Financial Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.