CFO
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Custos Family Office’s UnitedHealth UNH Stock Holding History

Custos Family Office’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 		$539K Buy
1,296
+45
+4% +$16.7K 0.32% 37
2026
Q1 		$339K Buy
1,251
+210
+20% +$62.5K 0.23% 48
2025
Q4 		$344K Sell
1,041
-150
-13% -$50.8K 0.23% 48
2025
Q3 		$411K Buy
1,191
+80
+7% +$24.2K 0.23% 43
2025
Q2 		$347K Buy
1,111
+128
+13% +$48.9K 0.11% 54
2025
Q1 		$515K Buy
983
+331
+51% +$169K 0.18% 40
2024
Q4 		$330K Sell
652
-3
-0.5% -$1.71K 0.12% 52
2024
Q3 		$383K Buy
655
+1
+0.2% +$566 0.14% 44
2024
Q2 		$333K Buy
654
+17
+3% +$8.33K 0.13% 46
2024
Q1 		$315K Sell
637
-23
-3% -$11.7K 0.16% 37
2023
Q4 		$347K Buy
660
+3
+0.5% +$1.6K 0.18% 34
2023
Q3 		$331K Sell
657
-36
-5% -$17.7K 0.22% 30
2023
Q2 		$333K Sell
693
-41
-6% -$20K 0.22% 31
2023
Q1 		$347K Buy
734
+64
+10% +$30.9K 0.24% 28
2022
Q4 		$355K Buy
670
+82
+14% +$43.4K 0.28% 27
2022
Q3 		$297K Sell
588
-37
-6% -$19.5K 0.29% 19
2022
Q2 		$321K Sell
625
-74
-11% -$37.2K 0.29% 15
2022
Q1 		$356K Sell
699
-166
-19% -$80.1K 0.29% 16
2021
Q4 		$435K Buy
+865
New +$392K 0.39% 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

Custos Family Office's UNH Position: Q2 2026 in Review

Custos Family Office increased its UnitedHealth (UNH) stake by 3.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,296 shares worth $539K. The position accounts for 0.32% of the portfolio, ranked #37.

Custos Family Office first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Custos Family Office held 1,296 shares of UnitedHealth worth $539K as of Q2 2026.
  • Custos Family Office bought 45 UnitedHealth shares in Q2 2026, an estimated $16.7K.
  • UnitedHealth made up 0.32% of Custos Family Office's portfolio in Q2 2026, its #37 holding.
  • Custos Family Office first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Custos Family Office's 13F filing for Q2 2026, filed 19 Aug 2026.