EFM
UNH icon

E Fund Management’s UnitedHealth UNH Stock Holding History

E Fund Management’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 		$4.7M Buy
11,317
+895
+9% +$332K 0.11% 97
2026
Q1 		$2.82M Buy
+10,422
New +$3.1M 0.08% 121
2025
Q2 		$3.23M Sell
10,356
-2,122
-17% -$811K 0.15% 85
2025
Q1 		$6.54M Buy
12,478
+1,844
+17% +$943K 0.31% 51
2024
Q4 		$5.38M Buy
10,634
+3,843
+57% +$2.18M 0.27% 48
2024
Q3 		$3.97M Buy
6,791
+410
+6% +$232K 0.2% 51
2024
Q2 		$3.25M Sell
6,381
-2,327
-27% -$1.14M 0.18% 53
2024
Q1 		$4.31M Buy
8,708
+6,843
+367% +$3.48M 0.27% 38
2023
Q4 		$982K Buy
1,865
+235
+14% +$125K 0.06% 97
2023
Q3 		$822K Sell
1,630
-115
-7% -$56.6K 0.06% 90
2023
Q2 		$839K Sell
1,745
-205
-11% -$100K 0.07% 87
2023
Q1 		$922K Sell
1,950
-58
-3% -$28K 0.07% 90
2022
Q4 		$1.06M Sell
2,008
-134
-6% -$71K 0.09% 85
2022
Q3 		$1.08M Buy
2,142
+75
+4% +$39.4K 0.1% 85
2022
Q2 		$1.06M Buy
2,067
+6
+0.3% +$3.01K 0.1% 86
2022
Q1 		$1.05M Sell
2,061
-276
-12% -$133K 0.03% 84
2021
Q4 		$1.17M Sell
2,337
-53
-2% -$24K 0.04% 98
2021
Q3 		$934K Buy
+2,390
New +$990K 0.04% 93
2021
Q1 		$720K Buy
+1,934
New +$670K 0.06% 109

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

E Fund Management's UNH Position: Q2 2026 in Review

E Fund Management increased its UnitedHealth (UNH) stake by 8.6% in Q2 2026, buying an estimated $332K and bringing the position to 11,317 shares worth $4.7M. The position accounts for 0.11% of the portfolio, ranked #97.

E Fund Management first reported a position in UNH in Q1 2021 and has held it in 19 quarters since. The position peaked at $6.54M in Q1 2025. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • E Fund Management held 11,317 shares of UnitedHealth worth $4.7M as of Q2 2026.
  • E Fund Management bought 895 UnitedHealth shares in Q2 2026, an estimated $332K.
  • UnitedHealth made up 0.11% of E Fund Management's portfolio in Q2 2026, its #97 holding.
  • E Fund Management first reported a position in UnitedHealth in Q1 2021 and has held it in 19 quarters since.
  • E Fund Management's UnitedHealth position peaked at $6.54M in Q1 2025.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.