DF
UNH icon

Donoghue Forlines’s UnitedHealth UNH Stock Holding History

Donoghue Forlines’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 		$5.72M Buy
13,767
+7,930
+136% +$2.94M 1.48% 7
2026
Q1 		$1.58M Buy
+5,837
New +$1.74M 0.44% 95
2024
Q2 		– Sell
-1,279
Closed -$633K – 260
2024
Q1 		$633K Buy
1,279
+185
+17% +$94K 0.18% 140
2023
Q4 		$576K Sell
1,094
-477
-30% -$254K 0.18% 150
2023
Q3 		$792K Buy
1,571
+783
+99% +$385K 0.28% 97
2023
Q2 		$379K Buy
+788
New +$385K 0.12% 188
2022
Q4 		– Sell
-1,319
Closed -$666K – 269
2022
Q3 		$666K Sell
1,319
-103
-7% -$54.2K 0.24% 70
2022
Q2 		$730K Sell
1,422
-185
-12% -$92.9K 0.19% 132
2022
Q1 		$820K Buy
+1,607
New +$775K 0.18% 185
2021
Q4 		– Sell
-2,697
Closed -$1.05M – 301
2021
Q3 		$1.05M Sell
2,697
-163
-6% -$67.5K 0.2% 118
2021
Q2 		$1.15M Sell
2,860
-614
-18% -$245K 0.21% 113
2021
Q1 		$1.29M Buy
+3,474
New +$1.2M 0.25% 91
2017
Q4 		– Sell
-11,550
Closed -$2.26M – 147
2017
Q3 		$2.26M Buy
+11,550
New +$2.23M 0.24% 75

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

Donoghue Forlines's UNH Position: Q2 2026 in Review

Donoghue Forlines increased its UnitedHealth (UNH) stake by 136% in Q2 2026, buying an estimated $2.94M and bringing the position to 13,767 shares worth $5.72M. The position accounts for 1.48% of the portfolio, ranked #7.

Donoghue Forlines first reported a position in UNH in Q3 2017 and has held it in 13 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Donoghue Forlines held 13,767 shares of UnitedHealth worth $5.72M as of Q2 2026.
  • Donoghue Forlines bought 7,930 UnitedHealth shares in Q2 2026, an estimated $2.94M.
  • UnitedHealth made up 1.48% of Donoghue Forlines's portfolio in Q2 2026, its #7 holding.
  • Donoghue Forlines first reported a position in UnitedHealth in Q3 2017 and has held it in 13 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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