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Easterly Investment Partners’s UnitedHealth UNH Stock Holding History

Easterly Investment Partners’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 		$7.69M Buy
+18,500
New +$6.86M 0.39% 52
2025
Q4 		– Sell
-3,479
Closed -$1.2M – 229
2025
Q3 		$1.2M Sell
3,479
-3,358
-49% -$1.02M 0.08% 140
2025
Q2 		$2.13M Buy
+6,837
New +$2.61M 0.15% 115

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

Easterly Investment Partners's UNH Position: Q2 2026 in Review

Easterly Investment Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 18,500 shares worth $7.69M. The stake represents 0.39% of the portfolio and ranks #52 among its holdings. This is a return to the name: Easterly Investment Partners previously reported a position in UNH as recently as Q3 2025.

Easterly Investment Partners first reported a position in UNH in Q2 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Easterly Investment Partners held 18,500 shares of UnitedHealth worth $7.69M as of Q2 2026.
  • UnitedHealth was a new Easterly Investment Partners position in Q2 2026.
  • UnitedHealth made up 0.39% of Easterly Investment Partners's portfolio in Q2 2026, its #52 holding.
  • Easterly Investment Partners first reported a position in UnitedHealth in Q2 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.