FC
UNH icon

Financial Consulate’s UnitedHealth UNH Stock Holding History

Financial Consulate’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 		$472K Buy
1,135
+41
+4% +$15.2K 0.05% 92
2026
Q1 		$296K Buy
1,094
+19
+2% +$5.66K 0.04% 118
2025
Q4 		$355K Sell
1,075
-21
-2% -$7.12K 0.05% 109
2025
Q3 		$378K Buy
+1,096
New +$331K 0.05% 111
2023
Q2 		– Sell
-1,086
Closed -$513K – 110
2023
Q1 		$513K Sell
1,086
-28
-3% -$13.5K 0.18% 63
2022
Q4 		$591K Hold
1,114
– – 0.21% 60
2022
Q3 		$563K Hold
1,114
– – 0.24% 48
2022
Q2 		$572K Buy
1,114
+25
+2% +$12.6K 0.27% 51
2022
Q1 		$555K Buy
1,089
+50
+5% +$24.1K 0.21% 61
2021
Q4 		$522K Sell
1,039
-2
-0.2% -$905 0.18% 68
2021
Q3 		$407K Hold
1,041
– – 0.15% 74
2021
Q2 		$417K Buy
1,041
+31
+3% +$12.4K 0.15% 71
2021
Q1 		$376K Hold
1,010
– – 0.15% 74
2020
Q4 		$354K Sell
1,010
-212
-17% -$71.1K 0.15% 73
2020
Q3 		$381K Buy
1,222
+2
+0.2% +$614 0.18% 63
2020
Q2 		$360K Hold
1,220
– – 0.18% 63
2020
Q1 		$304K Buy
1,220
+157
+15% +$43.2K 0.18% 69
2019
Q4 		$313K Hold
1,063
– – 0.14% 77
2019
Q3 		$231K Hold
1,063
– – 0.1% 89
2019
Q2 		$259K Sell
1,063
-6
-0.6% -$1.44K 0.12% 86
2019
Q1 		$264K Buy
1,069
+14
+1% +$3.57K 0.12% 93
2018
Q4 		$263K Buy
1,055
+55
+6% +$14.5K 0.16% 89
2018
Q3 		$266K Hold
1,000
– – 0.15% 98
2018
Q2 		$245K Hold
1,000
– – 0.12% 100
2018
Q1 		$214K Hold
1,000
– – 0.11% 99
2017
Q4 		$220K Buy
+1,000
New +$212K 0.11% 92

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

Financial Consulate's UNH Position: Q2 2026 in Review

Financial Consulate increased its UnitedHealth (UNH) stake by 3.7% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,135 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #92.

Financial Consulate first reported a position in UNH in Q4 2017 and has held it in 26 quarters since. The position peaked at $591K in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Consulate held 1,135 shares of UnitedHealth worth $472K as of Q2 2026.
  • Financial Consulate bought 41 UnitedHealth shares in Q2 2026, an estimated $15.2K.
  • UnitedHealth made up 0.05% of Financial Consulate's portfolio in Q2 2026, its #92 holding.
  • Financial Consulate first reported a position in UnitedHealth in Q4 2017 and has held it in 26 quarters since.
  • Financial Consulate's UnitedHealth position peaked at $591K in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.