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
2021 Q1	–	Sell	-660	Closed	-$231K	–	185
2020 Q4	$231K	Buy	+660	New	+$221K	0.02%	100

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

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.