Financial Council’s UnitedHealth UNH Stock Holding History

Financial Council’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	$341K	Hold	820	–	–	0.11%	72
2026 Q1	$222K	Hold	820	–	–	0.09%	95
2025 Q4	$271K	Buy	820 +14	+2%	+$4.74K	0.11%	73
2025 Q3	$278K	Sell	806 -6	-0.7%	-$1.81K	0.12%	67
2025 Q2	$253K	Hold	812	–	–	0.12%	74
2025 Q1	$425K	Sell	812 -15	-2%	-$7.67K	0.23%	47
2024 Q4	$418K	Hold	827	–	–	0.22%	49
2024 Q3	$484K	Hold	827	–	–	0.25%	44
2024 Q2	$421K	Buy	827 +17	+2%	+$8.33K	0.24%	46
2024 Q1	$401K	Hold	810	–	–	0.24%	46
2023 Q4	$426K	Buy	810 +40	+5%	+$21.3K	0.29%	43
2023 Q3	$388K	Buy	770 +37	+5%	+$18.2K	0.31%	39
2023 Q2	$352K	Hold	733	–	–	0.27%	40
2023 Q1	$346K	Hold	733	–	–	0.28%	39
2022 Q4	$389K	Hold	733	–	–	0.24%	39
2022 Q3	$370K	Buy	+733	New	+$385K	0.43%	33

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

Financial Council's UNH Position: Q2 2026 in Review

Financial Council held its UnitedHealth (UNH) position steady in Q2 2026 at 820 shares worth $341K. The position accounts for 0.11% of the portfolio, ranked #72.

Financial Council first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. The position peaked at $484K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial Council held 820 shares of UnitedHealth worth $341K as of Q2 2026.
Financial Council left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.11% of Financial Council's portfolio in Q2 2026, its #72 holding.
Financial Council first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
Financial Council's UnitedHealth position peaked at $484K in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.