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Excelsior Advisor Network’s UnitedHealth UNH Stock Holding History

Excelsior Advisor Network’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 		$373K Buy
+896
New +$332K 0.05% 322

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

Excelsior Advisor Network's UNH Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in UnitedHealth (UNH) in Q2 2026: 896 shares worth $373K. The stake represents 0.05% of the portfolio and ranks #322 among its holdings.

3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Excelsior Advisor Network held 896 shares of UnitedHealth worth $373K as of Q2 2026.
  • UnitedHealth was a new Excelsior Advisor Network position in Q2 2026.
  • UnitedHealth made up 0.05% of Excelsior Advisor Network's portfolio in Q2 2026, its #322 holding.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.