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Galvin Gaustad & Stein’s UnitedHealth UNH Stock Holding History

Galvin Gaustad & Stein’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 		$2.34M Sell
5,632
-318
-5% -$118K 0.17% 94
2026
Q1 		$1.61M Sell
5,950
-54,049
-90% -$16.1M 0.13% 97
2025
Q4 		$19.8M Sell
59,999
-980
-2% -$332K 1.55% 21
2025
Q3 		$21.1M Sell
60,979
-17,934
-23% -$5.42M 1.71% 17
2025
Q2 		$24.6M Buy
78,913
+20,688
+36% +$7.91M 2.12% 11
2025
Q1 		$30.5M Sell
58,225
-1,942
-3% -$993K 2.73% 2
2024
Q4 		$30.4M Sell
60,167
-806
-1% -$458K 2.73% 5
2024
Q3 		$35.6M Sell
60,973
-6,996
-10% -$3.96M 3.18% 2
2024
Q2 		$34.6M Buy
67,969
+3,535
+5% +$1.73M 3.22% 2
2024
Q1 		$31.9M Buy
64,434
+1,418
+2% +$721K 2.93% 5
2023
Q4 		$33.2M Buy
63,016
+596
+1% +$318K 3.1% 2
2023
Q3 		$31.5M Buy
62,420
+17
+0% +$8.37K 3.19% 2
2023
Q2 		$30M Sell
62,403
-938
-1% -$459K 2.91% 3
2023
Q1 		$29.9M Sell
63,341
-497
-0.8% -$240K 2.95% 3
2022
Q4 		$33.8M Sell
63,838
-3,439
-5% -$1.82M 3.41% 1
2022
Q3 		$34M Sell
67,277
-1,096
-2% -$576K 3.6% 1
2022
Q2 		$35.1M Sell
68,373
-6,812
-9% -$3.42M 3.56% 1
2022
Q1 		$38.3M Buy
75,185
+554
+0.7% +$267K 3.46% 1
2021
Q4 		$37.5M Buy
74,631
+1,742
+2% +$789K 3.24% 1
2021
Q3 		$28.5M Buy
72,889
+9,469
+15% +$3.92M 2.75% 3
2021
Q2 		$25.4M Buy
63,420
+409
+0.6% +$163K 2.42% 4
2021
Q1 		$23.4M Buy
63,011
+1,274
+2% +$441K 2.36% 4
2020
Q4 		$21.6M Buy
+61,737
New +$20.7M 2.27% 6

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

Galvin Gaustad & Stein's UNH Position: Q2 2026 in Review

Galvin Gaustad & Stein reduced its UnitedHealth (UNH) stake by 5.3% in Q2 2026, selling an estimated $118K and leaving 5,632 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #94.

Galvin Gaustad & Stein first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.3M in Q1 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Galvin Gaustad & Stein held 5,632 shares of UnitedHealth worth $2.34M as of Q2 2026.
  • Galvin Gaustad & Stein sold 318 UnitedHealth shares in Q2 2026, an estimated $118K.
  • UnitedHealth made up 0.17% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #94 holding.
  • Galvin Gaustad & Stein first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Galvin Gaustad & Stein's UnitedHealth position peaked at $38.3M in Q1 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.