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UNH icon

Financial Insights’s UnitedHealth UNH Stock Holding History

Financial Insights’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 		$251K Buy
+603
New +$224K 0.07% 129
2026
Q1 		– Sell
-857
Closed -$283K – 135
2025
Q4 		$283K Sell
857
-188
-18% -$63.7K 0.09% 101
2025
Q3 		$361K Buy
+1,045
New +$316K 0.12% 92
2025
Q2 		– Sell
-590
Closed -$309K – 134
2025
Q1 		$309K Buy
+590
New +$302K 0.12% 78
2024
Q4 		– Sell
-997
Closed -$583K – 145
2024
Q3 		$583K Sell
997
-673
-40% -$381K 0.18% 77
2024
Q2 		$850K Sell
1,670
-502
-23% -$246K 0.24% 67
2024
Q1 		$1.07M Sell
2,172
-566
-21% -$288K 0.3% 65
2023
Q4 		$1.44M Buy
2,738
+92
+3% +$49.1K 0.45% 44
2023
Q3 		$1.42M Buy
2,646
+38
+1% +$18.7K 0.51% 38
2023
Q2 		$1.25M Buy
2,608
+454
+21% +$222K 0.46% 42
2023
Q1 		$1.02M Buy
2,154
+410
+24% +$198K 0.41% 45
2022
Q4 		$925K Buy
1,744
+771
+79% +$408K 0.44% 49
2022
Q3 		$491K Buy
+973
New +$512K 0.33% 64

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 $3.38T AUM 44.17% 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 Insights's UNH Position: Q2 2026 in Review

Financial Insights opened a new position in UnitedHealth (UNH) in Q2 2026: 603 shares worth $251K. The stake represents 0.07% of the portfolio and ranks #129 among its holdings. This is a return to the name: Financial Insights previously reported a position in UNH as recently as Q4 2025.

Financial Insights first reported a position in UNH in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.44M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Insights held 603 shares of UnitedHealth worth $251K as of Q2 2026.
  • UnitedHealth was a new Financial Insights position in Q2 2026.
  • UnitedHealth made up 0.07% of Financial Insights's portfolio in Q2 2026, its #129 holding.
  • Financial Insights first reported a position in UnitedHealth in Q3 2022 and has held it in 13 quarters since.
  • Financial Insights's UnitedHealth position peaked at $1.44M in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.