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Downshift Financial’s UnitedHealth UNH Stock Holding History

Downshift Financial’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 		$97.2K Buy
+234
New +$86.7K 0.04% 112

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

Downshift Financial's UNH Position: Q2 2026 in Review

Downshift Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 234 shares worth $97.2K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings.

3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Downshift Financial held 234 shares of UnitedHealth worth $97.2K as of Q2 2026.
  • UnitedHealth was a new Downshift Financial position in Q2 2026.
  • UnitedHealth made up 0.04% of Downshift Financial's portfolio in Q2 2026, its #112 holding.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.