FP
UNH icon

Financial Perspectives’s UnitedHealth UNH Stock Holding History

Financial Perspectives’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 		$1.78M Buy
4,284
+1
+0% +$371 0.43% 43
2026
Q1 		$1.16M Sell
4,283
-9
-0.2% -$2.68K 0.32% 50
2025
Q4 		$1.42M Sell
4,292
-153
-3% -$51.8K 0.38% 44
2025
Q3 		$1.53M Buy
4,445
+90
+2% +$27.2K 0.43% 41
2025
Q2 		$1.36M Sell
4,355
-106
-2% -$40.5K 0.41% 42
2025
Q1 		$2.34M Buy
4,461
+2
+0% +$1.02K 0.8% 29
2024
Q4 		$2.26M Buy
4,459
+300
+7% +$170K 0.76% 28
2024
Q3 		$2.43M Sell
4,159
-140
-3% -$79.2K 0.84% 24
2024
Q2 		$2.19M Buy
4,299
+2
+0% +$980 0.81% 25
2024
Q1 		$2.13M Sell
4,297
-1,081
-20% -$550K 0.81% 27
2023
Q4 		$2.83M Buy
5,378
+17
+0.3% +$9.07K 1.15% 21
2023
Q3 		$2.7M Buy
5,361
+540
+11% +$266K 1.24% 17
2023
Q2 		$2.32M Buy
4,821
+54
+1% +$26.4K 1.02% 21
2023
Q1 		$2.25M Buy
4,767
+2
+0% +$965 1.08% 20
2022
Q4 		$2.53M Buy
4,765
+11
+0.2% +$5.83K 1.29% 15
2022
Q3 		$2.4M Buy
4,754
+944
+25% +$496K 1.35% 15
2022
Q2 		$1.96M Buy
3,810
+2
+0.1% +$1K 1.1% 20
2022
Q1 		$1.94M Buy
3,808
+119
+3% +$57.4K 0.91% 22
2021
Q4 		$1.85M Hold
3,689
– – 0.88% 21
2021
Q3 		$1.44M Buy
3,689
+63
+2% +$26.1K 0.73% 24
2021
Q2 		$1.45M Buy
3,626
+28
+0.8% +$11.2K 0.71% 27
2021
Q1 		$1.34M Buy
3,598
+658
+22% +$228K 0.72% 26
2020
Q4 		$1.03M Buy
2,940
+401
+16% +$134K 0.59% 30
2020
Q3 		$792K Buy
2,539
+335
+15% +$103K 0.52% 32
2020
Q2 		$650K Buy
2,204
+265
+14% +$75.9K 0.47% 34
2020
Q1 		$484K Buy
1,939
+330
+21% +$90.8K 0.39% 36
2019
Q4 		$473K Buy
+1,609
New +$421K 0.32% 38

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 Perspectives's UNH Position: Q2 2026 in Review

Financial Perspectives increased its UnitedHealth (UNH) stake by 0.02% in Q2 2026, buying an estimated $371 and bringing the position to 4,284 shares worth $1.78M. The position accounts for 0.43% of the portfolio, ranked #43.

Financial Perspectives first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.83M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Perspectives held 4,284 shares of UnitedHealth worth $1.78M as of Q2 2026.
  • Financial Perspectives bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.43% of Financial Perspectives's portfolio in Q2 2026, its #43 holding.
  • Financial Perspectives first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's UnitedHealth position peaked at $2.83M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.