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Essential Partners’s UnitedHealth UNH Stock Holding History

Essential 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 		$298K Buy
718
+285
+66% +$106K 0.14% 161
2026
Q1 		$117K Buy
433
+31
+8% +$9.23K 0.04% 388
2025
Q4 		$133K Sell
402
-109
-21% -$36.9K 0.04% 384
2025
Q3 		$176K Buy
511
+10
+2% +$3.02K 0.06% 339
2025
Q2 		$156K Buy
+501
New +$191K 0.06% 302

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

Essential Partners's UNH Position: Q2 2026 in Review

Essential Partners increased its UnitedHealth (UNH) stake by 66% in Q2 2026, buying an estimated $106K and bringing the position to 718 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #161.

Essential Partners first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Essential Partners held 718 shares of UnitedHealth worth $298K as of Q2 2026.
  • Essential Partners bought 285 UnitedHealth shares in Q2 2026, an estimated $106K.
  • UnitedHealth made up 0.14% of Essential Partners's portfolio in Q2 2026, its #161 holding.
  • Essential Partners first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.