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Garden State Investment Advisory Services’s UnitedHealth UNH Stock Holding History

Garden State Investment Advisory Services’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 		$248K Buy
+597
New +$221K 0.04% 280
2026
Q1 		– Sell
-710
Closed -$235K – 368
2025
Q4 		$235K Sell
710
-271
-28% -$91.8K 0.05% 269
2025
Q3 		$339K Buy
981
+89
+10% +$26.9K 0.08% 209
2025
Q2 		$279K Sell
892
-103
-10% -$39.4K 0.07% 232
2025
Q1 		$523K Sell
995
-57
-5% -$29.1K 0.17% 116
2024
Q4 		$534K Sell
1,052
-85
-7% -$48.3K 0.16% 115
2024
Q3 		$668K Buy
1,137
+88
+8% +$49.8K 0.21% 91
2024
Q2 		$536K Buy
1,049
+125
+14% +$61.3K 0.18% 107
2024
Q1 		$456K Buy
924
+32
+4% +$16.3K 0.17% 120
2023
Q4 		$471K Buy
892
+227
+34% +$121K 0.19% 109
2023
Q3 		$335K Buy
665
+155
+30% +$76.3K 0.15% 129
2023
Q2 		$245K Sell
510
-108
-17% -$52.8K 0.1% 168
2023
Q1 		$292K Buy
618
+22
+4% +$10.6K 0.13% 144
2022
Q4 		$316K Buy
+596
New +$316K 0.19% 125

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

Garden State Investment Advisory Services's UNH Position: Q2 2026 in Review

Garden State Investment Advisory Services opened a new position in UnitedHealth (UNH) in Q2 2026: 597 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #280 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in UNH as recently as Q4 2025.

Garden State Investment Advisory Services first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $668K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Garden State Investment Advisory Services held 597 shares of UnitedHealth worth $248K as of Q2 2026.
  • UnitedHealth was a new Garden State Investment Advisory Services position in Q2 2026.
  • UnitedHealth made up 0.04% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #280 holding.
  • Garden State Investment Advisory Services first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Garden State Investment Advisory Services's UnitedHealth position peaked at $668K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.