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Englebert Financial Advisers’s UnitedHealth UNH Stock Holding History

Englebert Financial Advisers’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 		$650K Sell
1,564
-475
-23% -$176K 0.64% 33
2026
Q1 		$552K Buy
2,039
+46
+2% +$13.7K 0.63% 35
2025
Q4 		$658K Buy
+1,993
New +$675K 0.75% 32

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 $3.38T AUM 44.17% 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

Englebert Financial Advisers's UNH Position: Q2 2026 in Review

Englebert Financial Advisers reduced its UnitedHealth (UNH) stake by 23% in Q2 2026, selling an estimated $176K and leaving 1,564 shares worth $650K. The position accounts for 0.64% of the portfolio, ranked #33.

Englebert Financial Advisers first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $658K in Q4 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Englebert Financial Advisers held 1,564 shares of UnitedHealth worth $650K as of Q2 2026.
  • Englebert Financial Advisers sold 475 UnitedHealth shares in Q2 2026, an estimated $176K.
  • UnitedHealth made up 0.64% of Englebert Financial Advisers's portfolio in Q2 2026, its #33 holding.
  • Englebert Financial Advisers first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Englebert Financial Advisers's UnitedHealth position peaked at $658K in Q4 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.