Global Assets Advisory’s UnitedHealth UNH Stock Holding History

Global Assets Advisory’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	$3.26M	Sell	7,662 -865	-10%	-$321K	0.71%	27
2026 Q1	$2.31M	Buy	8,527 +200	+2%	+$59.6K	0.66%	31
2025 Q4	$2.75M	Buy	8,327 +5	+0.1%	+$1.69K	0.79%	29
2025 Q3	$2.87M	Buy	8,322 +2,997	+56%	+$906K	0.85%	22
2025 Q2	$1.74M	Buy	5,325 +2,126	+66%	+$813K	0.68%	35
2025 Q1	$1.76M	Buy	3,199 +2,059	+181%	+$1.05M	0.33%	68
2024 Q4	$575K	Sell	1,140 -1,689	-60%	-$960K	0.32%	74
2024 Q3	$1.65M	Buy	+2,829	New	+$1.6M	0.9%	23
2024 Q2	–	Sell	-1,166	Closed	-$571K	–	482
2024 Q1	$571K	Buy	+1,166	New	+$593K	0.34%	63
2023 Q4	–	Sell	-1,877	Closed	-$946K	–	125
2023 Q3	$946K	Buy	1,877 +211	+13%	+$104K	0.83%	33
2023 Q2	$801K	Sell	1,666 -5	-0.3%	-$2.44K	0.73%	39
2023 Q1	$843K	Sell	1,671 -51	-3%	-$24.6K	0.86%	28
2022 Q4	$913K	Sell	1,722 -467	-21%	-$247K	0.96%	24
2022 Q3	$1.22M	Buy	2,189 +108	+5%	+$56.8K	1.23%	19
2022 Q2	$1.07M	Buy	+2,081	New	+$1.05M	2.3%	8

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

Global Assets Advisory's UNH Position: Q2 2026 in Review

Global Assets Advisory reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $321K and leaving 7,662 shares worth $3.26M. The position accounts for 0.71% of the portfolio, ranked #27.

Global Assets Advisory first reported a position in UNH in Q2 2022 and has held it in 15 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Global Assets Advisory held 7,662 shares of UnitedHealth worth $3.26M as of Q2 2026.
Global Assets Advisory sold 865 UnitedHealth shares in Q2 2026, an estimated $321K.
UnitedHealth made up 0.71% of Global Assets Advisory's portfolio in Q2 2026, its #27 holding.
Global Assets Advisory first reported a position in UnitedHealth in Q2 2022 and has held it in 15 quarters since.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.