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Financial Gravity Companies’s UnitedHealth UNH Stock Holding History

Financial Gravity Companies’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 		$212K Buy
+509
New +$189K 0.03% 160
2025
Q2 		$156K Buy
+501
New +$191K 0.03% 178
2024
Q4 		$8.6K Buy
17
+16
+1,600% +$9.09K ﹤0.01% 594
2024
Q3 		$585 Buy
+1
New +$566 ﹤0.01% 576
2018
Q4 		$125K Buy
+466
New +$123K 0.11% 181
2018
Q1 		$58K Buy
250
+57
+30% +$13K 0.06% 275
2017
Q4 		$46K Buy
+193
New +$40.9K 0.05% 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

Financial Gravity Companies's UNH Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in UnitedHealth (UNH) in Q2 2026: 509 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UNH as recently as Q2 2025.

Financial Gravity Companies first reported a position in UNH in Q4 2017 and has held it in 7 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Gravity Companies held 509 shares of UnitedHealth worth $212K as of Q2 2026.
  • UnitedHealth was a new Financial Gravity Companies position in Q2 2026.
  • UnitedHealth made up 0.03% of Financial Gravity Companies's portfolio in Q2 2026, its #160 holding.
  • Financial Gravity Companies first reported a position in UnitedHealth in Q4 2017 and has held it in 7 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.