Glassy Mountain Advisors’s UnitedHealth UNH Stock Holding History

Glassy Mountain 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	$4.48M	Buy	10,782 +76	+0.7%	+$28.2K	1.23%	31
2026 Q1	$2.9M	Buy	10,706 +662	+7%	+$197K	0.9%	41
2025 Q4	$3.32M	Buy	10,044 +256	+3%	+$86.8K	1%	37
2025 Q3	$3.38M	Buy	9,788 +3,928	+67%	+$1.19M	1.02%	38
2025 Q2	$1.83M	Sell	5,860 -3,336	-36%	-$1.27M	0.59%	44
2025 Q1	$4.82M	Buy	9,196 +889	+11%	+$454K	1.71%	25
2024 Q4	$4.2M	Buy	8,307 +273	+3%	+$155K	1.44%	28
2024 Q3	$4.7M	Buy	+8,034	New	+$4.54M	1.65%	25
2023 Q1	–	Sell	-195	Closed	-$103K	–	199
2022 Q4	$103K	Buy	+195	New	+$103K	0.06%	86

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

Glassy Mountain Advisors's UNH Position: Q2 2026 in Review

Glassy Mountain Advisors increased its UnitedHealth (UNH) stake by 0.71% in Q2 2026, buying an estimated $28.2K and bringing the position to 10,782 shares worth $4.48M. The position accounts for 1.23% of the portfolio, ranked #31.

Glassy Mountain Advisors first reported a position in UNH in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.82M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Glassy Mountain Advisors held 10,782 shares of UnitedHealth worth $4.48M as of Q2 2026.
Glassy Mountain Advisors bought 76 UnitedHealth shares in Q2 2026, an estimated $28.2K.
UnitedHealth made up 1.23% of Glassy Mountain Advisors's portfolio in Q2 2026, its #31 holding.
Glassy Mountain Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 9 quarters since.
Glassy Mountain Advisors's UnitedHealth position peaked at $4.82M in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.