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UNH icon

GenTrust’s UnitedHealth UNH Stock Holding History

GenTrust’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 		$518K Sell
1,246
-484
-28% -$179K 0.02% 131
2026
Q1 		$468K Buy
1,730
+577
+50% +$172K 0.02% 154
2025
Q4 		$381K Sell
1,153
-75
-6% -$25.4K 0.02% 193
2025
Q3 		$424K Sell
1,228
-157
-11% -$47.5K 0.02% 147
2025
Q2 		$432K Sell
1,385
-977
-41% -$373K 0.02% 133
2025
Q1 		$1.24M Sell
2,362
-13
-0.5% -$6.65K 0.06% 88
2024
Q4 		$1.2M Buy
2,375
+57
+2% +$32.4K 0.05% 99
2024
Q3 		$1.36M Buy
2,318
+688
+42% +$389K 0.07% 91
2024
Q2 		$830K Buy
1,630
+310
+23% +$152K 0.05% 96
2024
Q1 		$653K Buy
1,320
+169
+15% +$85.9K 0.04% 91
2023
Q4 		$606K Hold
1,151
– – 0.04% 90
2023
Q3 		$580K Hold
1,151
– – 0.04% 91
2023
Q2 		$553K Sell
1,151
-14
-1% -$6.85K 0.04% 96
2023
Q1 		$551K Buy
1,165
+555
+91% +$268K 0.04% 93
2022
Q4 		$323K Sell
610
-150
-20% -$79.5K 0.03% 107
2022
Q3 		$384K Hold
760
– – 0.03% 96
2022
Q2 		$390K Buy
760
+100
+15% +$50.2K 0.03% 107
2022
Q1 		$337K Hold
660
– – 0.03% 115
2021
Q4 		$309K Sell
660
-183
-22% -$82.8K 0.02% 119
2021
Q3 		$329K Buy
843
+183
+28% +$75.8K 0.03% 111
2021
Q2 		$264K Hold
660
– – 0.02% 123
2021
Q1 		$245K Buy
+660
New +$229K 0.02% 114

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

GenTrust's UNH Position: Q2 2026 in Review

GenTrust reduced its UnitedHealth (UNH) stake by 28% in Q2 2026, selling an estimated $179K and leaving 1,246 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #131.

GenTrust first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.36M in Q3 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GenTrust held 1,246 shares of UnitedHealth worth $518K as of Q2 2026.
  • GenTrust sold 484 UnitedHealth shares in Q2 2026, an estimated $179K.
  • UnitedHealth made up 0.02% of GenTrust's portfolio in Q2 2026, its #131 holding.
  • GenTrust first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • GenTrust's UnitedHealth position peaked at $1.36M in Q3 2024.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.