Financial Sense Advisors’s UnitedHealth UNH Stock Holding History

Financial Sense Advisors’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	$1.15M	Buy	2,757 +61	+2%	+$22.6K	0.23%	67
2026 Q1	$730K	Buy	2,696 +65	+2%	+$19.4K	0.15%	87
2025 Q4	$869K	Sell	2,631 -97	-4%	-$32.9K	0.16%	81
2025 Q3	$942K	Buy	+2,728	New	+$825K	0.16%	84
2015 Q3	–	Sell	-45,348	Closed	-$5.53M	–	110
2015 Q2	$5.53M	Sell	45,348 -5,079	-10%	-$601K	2.58%	8
2015 Q1	$5.96M	Sell	50,427 -2,911	-5%	-$323K	2.5%	8
2014 Q4	$5.39M	Buy	53,338 +1,167	+2%	+$111K	2.18%	15
2014 Q3	$4.5M	Sell	52,171 -782	-1%	-$66.1K	1.93%	20
2014 Q2	$4.33M	Sell	52,953 -6,591	-11%	-$519K	1.7%	24
2014 Q1	$4.88M	Buy	+59,544	New	+$4.48M	2.11%	13

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 Sense Advisors's UNH Position: Q2 2026 in Review

Financial Sense Advisors increased its UnitedHealth (UNH) stake by 2.3% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,757 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #67.

Financial Sense Advisors first reported a position in UNH in Q1 2014 and has held it in 10 quarters since. The position peaked at $5.96M in Q1 2015. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial Sense Advisors held 2,757 shares of UnitedHealth worth $1.15M as of Q2 2026.
Financial Sense Advisors bought 61 UnitedHealth shares in Q2 2026, an estimated $22.6K.
UnitedHealth made up 0.23% of Financial Sense Advisors's portfolio in Q2 2026, its #67 holding.
Financial Sense Advisors first reported a position in UnitedHealth in Q1 2014 and has held it in 10 quarters since.
Financial Sense Advisors's UnitedHealth position peaked at $5.96M in Q1 2015.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.