Diversify Advisory Services’s UnitedHealth UNH Stock Holding History

Diversify Advisory Services’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	$13.9M	Buy	33,396 +31,163	+1,396%	+$11.6M	0.23%	87
2026 Q1	$828K	Sell	2,233 -52,510	-96%	-$15.6M	0.13%	83
2025 Q4	$18.1M	Sell	54,743 -4,098	-7%	-$1.39M	0.57%	35
2025 Q3	$19.6M	Buy	58,841 +9,286	+19%	+$2.81M	0.66%	29
2025 Q2	$13M	Buy	49,555 +44,090	+807%	+$16.9M	0.5%	33
2025 Q1	$2.24M	Sell	5,465 -818	-13%	-$418K	0.14%	113
2024 Q4	$3.27M	Sell	6,283 -2,132	-25%	-$1.21M	0.18%	77
2024 Q3	$4.8M	Sell	8,415 -2,375	-22%	-$1.34M	0.26%	74
2024 Q2	$5.31M	Sell	10,790 -1,348	-11%	-$661K	0.29%	60
2024 Q1	$5.94M	Buy	+12,138	New	+$6.17M	0.35%	60

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's UNH Position: Q2 2026 in Review

Diversify Advisory Services increased its UnitedHealth (UNH) stake by 1,396% in Q2 2026, buying an estimated $11.6M and bringing the position to 33,396 shares worth $13.9M. The position accounts for 0.23% of the portfolio, ranked #87.

Diversify Advisory Services first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.6M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Diversify Advisory Services held 33,396 shares of UnitedHealth worth $13.9M as of Q2 2026.
Diversify Advisory Services bought 31,163 UnitedHealth shares in Q2 2026, an estimated $11.6M.
UnitedHealth made up 0.23% of Diversify Advisory Services's portfolio in Q2 2026, its #87 holding.
Diversify Advisory Services first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's UnitedHealth position peaked at $19.6M in Q3 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.