Envestnet Portfolio Solutions’s UnitedHealth UNH Stock Holding History

Envestnet Portfolio Solutions’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	$11.6M	Buy	27,843 +5,756	+26%	+$2.13M	0.06%	200
2026 Q1	$5.98M	Sell	22,087 -69,034	-76%	-$20.6M	0.03%	259
2025 Q4	$30.1M	Buy	91,121 +8,578	+10%	+$2.91M	0.11%	105
2025 Q3	$28.5M	Sell	82,543 -17,597	-18%	-$5.32M	0.11%	106
2025 Q2	$31.2M	Buy	100,140 +2,540	+3%	+$971K	0.11%	93
2025 Q1	$51.1M	Sell	97,600 -6,404	-6%	-$3.27M	0.2%	69
2024 Q4	$52.6M	Sell	104,004 -3,304	-3%	-$1.88M	0.17%	73
2024 Q3	$62.7M	Sell	107,308 -4,282	-4%	-$2.42M	0.2%	66
2024 Q2	$56.8M	Buy	111,590 +1,252	+1%	+$614K	0.2%	67
2024 Q1	$54.6M	Buy	110,338 +12,260	+13%	+$6.23M	0.21%	66
2023 Q4	$51.6M	Buy	98,078 +16,074	+20%	+$8.57M	0.21%	63
2023 Q3	$41.3M	Buy	+82,004	New	+$40.4M	0.2%	63

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Portfolio Solutions's UNH Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $2.13M and bringing the position to 27,843 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #200.

Envestnet Portfolio Solutions first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $62.7M in Q3 2024. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Envestnet Portfolio Solutions held 27,843 shares of UnitedHealth worth $11.6M as of Q2 2026.
Envestnet Portfolio Solutions bought 5,756 UnitedHealth shares in Q2 2026, an estimated $2.13M.
UnitedHealth made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #200 holding.
Envestnet Portfolio Solutions first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's UnitedHealth position peaked at $62.7M in Q3 2024.
3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.