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GFS Advisors’s UnitedHealth UNH Stock Holding History

GFS 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 		$5.21K Sell
50,216
-7,880
-14% -$2.92M ﹤0.01% 251
2026
Q1 		$15.7M Buy
58,096
+6,680
+13% +$1.99M 2% 14
2025
Q4 		$17M Buy
51,416
+9,984
+24% +$3.38M 2.02% 12
2025
Q3 		$14.3M Buy
41,432
+26,932
+186% +$8.15M 1.83% 16
2025
Q2 		$4.52M Buy
+14,500
New +$5.54M 0.62% 49
2016
Q2 		– Sell
-1,600
Closed -$206K – 143
2016
Q1 		$206K Buy
+1,600
New +$189K 0.05% 129

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

GFS Advisors's UNH Position: Q2 2026 in Review

GFS Advisors reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $2.92M and leaving 50,216 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

GFS Advisors first reported a position in UNH in Q1 2016 and has held it in 6 quarters since. The position peaked at $17M in Q4 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GFS Advisors held 50,216 shares of UnitedHealth worth $5.21K as of Q2 2026.
  • GFS Advisors sold 7,880 UnitedHealth shares in Q2 2026, an estimated $2.92M.
  • UnitedHealth made up ﹤0.01% of GFS Advisors's portfolio in Q2 2026, its #251 holding.
  • GFS Advisors first reported a position in UnitedHealth in Q1 2016 and has held it in 6 quarters since.
  • GFS Advisors's UnitedHealth position peaked at $17M in Q4 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GFS Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.