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Delta Financial Advisors’s UnitedHealth UNH Stock Holding History

Delta Financial Advisors’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 		$1.28M Sell
3,070
-85
-3% -$31.5K 0.3% 84
2026
Q1 		$854K Sell
3,155
-151
-5% -$45K 0.22% 101
2025
Q4 		$1.09M Sell
3,306
-1,173
-26% -$398K 0.28% 88
2025
Q3 		$1.55M Buy
4,479
+163
+4% +$49.3K 0.44% 62
2025
Q2 		$1.35M Buy
4,316
+577
+15% +$221K 0.47% 58
2025
Q1 		$1.96M Buy
3,739
+35
+0.9% +$17.9K 0.74% 46
2024
Q4 		$1.87M Sell
3,704
-79
-2% -$44.9K 0.7% 47
2024
Q3 		$2.21M Buy
3,783
+157
+4% +$88.8K 0.8% 42
2024
Q2 		$1.85M Buy
3,626
+28
+0.8% +$13.7K 0.72% 44
2024
Q1 		$1.78M Buy
3,598
+568
+19% +$289K 0.7% 52
2023
Q4 		$1.59M Sell
3,030
-791
-21% -$422K 0.69% 51
2023
Q3 		$1.93M Buy
3,821
+121
+3% +$59.5K 0.87% 41
2023
Q2 		$1.78M Buy
3,700
+619
+20% +$303K 0.79% 47
2023
Q1 		$1.46M Sell
3,081
-39
-1% -$18.8K 0.7% 53
2022
Q4 		$1.65M Hold
3,120
– – 0.8% 46
2022
Q3 		$1.57M Buy
3,120
+1
+0% +$526 0.84% 47
2022
Q2 		$1.6M Buy
3,119
+11
+0.4% +$5.52K 0.8% 48
2022
Q1 		$1.58M Buy
3,108
+5
+0.2% +$2.41K 0.68% 53
2021
Q4 		$1.56M Sell
3,103
-59
-2% -$26.7K 0.63% 58
2021
Q3 		$1.24M Sell
3,162
-19
-0.6% -$7.87K 0.55% 68
2021
Q2 		$1.27M Buy
3,181
+61
+2% +$24.3K 0.56% 66
2021
Q1 		$1.16M Buy
3,120
+225
+8% +$78K 0.54% 66
2020
Q4 		$1.01M Sell
2,895
-173
-6% -$58K 0.51% 66
2020
Q3 		$957K Sell
3,068
-374
-11% -$115K 0.53% 68
2020
Q2 		$1.01M Sell
3,442
-169
-5% -$48.4K 0.6% 61
2020
Q1 		$900K Buy
3,611
+347
+11% +$95.5K 0.62% 63
2019
Q4 		$960K Buy
3,264
+471
+17% +$123K 0.38% 77
2019
Q3 		$607K Buy
2,793
+1,200
+75% +$290K 0.25% 88
2019
Q2 		$389K Buy
+1,593
New +$383K 0.16% 100

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

Delta Financial Advisors's UNH Position: Q2 2026 in Review

Delta Financial Advisors reduced its UnitedHealth (UNH) stake by 2.7% in Q2 2026, selling an estimated $31.5K and leaving 3,070 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #84.

Delta Financial Advisors first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.21M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Delta Financial Advisors held 3,070 shares of UnitedHealth worth $1.28M as of Q2 2026.
  • Delta Financial Advisors sold 85 UnitedHealth shares in Q2 2026, an estimated $31.5K.
  • UnitedHealth made up 0.3% of Delta Financial Advisors's portfolio in Q2 2026, its #84 holding.
  • Delta Financial Advisors first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Delta Financial Advisors's UnitedHealth position peaked at $2.21M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.