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Genesee Capital Advisors’s UnitedHealth UNH Stock Holding History

Genesee Capital 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 		$1.22M Buy
2,929
+1,269
+76% +$470K 0.38% 56
2026
Q1 		$449K Buy
1,660
+17
+1% +$5.06K 0.19% 89
2025
Q4 		$542K Buy
1,643
+218
+15% +$73.9K 0.22% 78
2025
Q3 		$492K Buy
1,425
+339
+31% +$103K 0.21% 75
2025
Q2 		$339K Buy
1,086
+8
+0.7% +$3.06K 0.15% 95
2025
Q1 		$565K Sell
1,078
-13
-1% -$6.65K 0.28% 76
2024
Q4 		$552K Buy
1,091
+101
+10% +$57.4K 0.26% 74
2024
Q3 		$579K Buy
990
+18
+2% +$10.2K 0.28% 70
2024
Q2 		$495K Sell
972
-2
-0.2% -$980 0.24% 75
2024
Q1 		$482K Buy
974
+3
+0.3% +$1.52K 0.26% 72
2023
Q4 		$511K Buy
971
+130
+15% +$69.3K 0.32% 64
2023
Q3 		$424K Sell
841
-1,803
-68% -$887K 0.3% 65
2023
Q2 		$1.27M Sell
2,644
-270
-9% -$132K 0.87% 30
2023
Q1 		$1.38M Sell
2,914
-55
-2% -$26.5K 0.98% 24
2022
Q4 		$1.57M Buy
2,969
+80
+3% +$42.4K 1.17% 22
2022
Q3 		$1.46M Buy
2,889
+9
+0.3% +$4.73K 1.11% 24
2022
Q2 		$1.48M Buy
2,880
+341
+13% +$171K 1.03% 27
2022
Q1 		$1.29M Buy
2,539
+429
+20% +$207K 0.68% 39
2021
Q4 		$1.06M Buy
2,110
+25
+1% +$11.3K 0.51% 47
2021
Q3 		$815K Buy
+2,085
New +$864K 0.4% 59
2019
Q3 		– Sell
-7,005
Closed -$1.71M – 74
2019
Q2 		$1.71M Sell
7,005
-187
-3% -$45K 1.72% 16
2019
Q1 		$1.78M Buy
7,192
+507
+8% +$129K 2.14% 14
2018
Q4 		$1.67M Buy
+6,685
New +$1.77M 2.72% 11

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

Genesee Capital Advisors's UNH Position: Q2 2026 in Review

Genesee Capital Advisors increased its UnitedHealth (UNH) stake by 76% in Q2 2026, buying an estimated $470K and bringing the position to 2,929 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #56.

Genesee Capital Advisors first reported a position in UNH in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.78M in Q1 2019. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Genesee Capital Advisors held 2,929 shares of UnitedHealth worth $1.22M as of Q2 2026.
  • Genesee Capital Advisors bought 1,269 UnitedHealth shares in Q2 2026, an estimated $470K.
  • UnitedHealth made up 0.38% of Genesee Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Genesee Capital Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 23 quarters since.
  • Genesee Capital Advisors's UnitedHealth position peaked at $1.78M in Q1 2019.
  • 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Genesee Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.