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Eagle Bay Advisors’s UnitedHealth UNH Stock Holding History

Eagle Bay 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
2021
Q4 		– Sell
-301
Closed -$118K – 1269
2021
Q3 		$118K Buy
+301
New +$125K 0.07% 206

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

Eagle Bay Advisors's UNH Position: Q2 2026 in Review

Eagle Bay Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 528 shares worth $220K. The stake represents 0.16% of the portfolio and ranks #133 among its holdings. This is a return to the name: Eagle Bay Advisors previously reported a position in UNH as recently as Q4 2025.

Eagle Bay Advisors first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $928K in Q2 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Eagle Bay Advisors held 528 shares of UnitedHealth worth $220K as of Q2 2026.
  • UnitedHealth was a new Eagle Bay Advisors position in Q2 2026.
  • UnitedHealth made up 0.16% of Eagle Bay Advisors's portfolio in Q2 2026, its #133 holding.
  • Eagle Bay Advisors first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
  • Eagle Bay Advisors's UnitedHealth position peaked at $928K in Q2 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.