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GLOBALT Investments’s UnitedHealth UNH Stock Holding History

GLOBALT Investments’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 		$2.03M Sell
4,882
-138
-3% -$51.1K 0.07% 118
2026
Q1 		$1.36M Sell
5,020
-180
-3% -$53.6K 0.05% 128
2025
Q4 		$1.72M Sell
5,200
-15
-0.3% -$5.08K 0.06% 115
2025
Q3 		$1.8M Buy
5,215
+13
+0.2% +$3.93K 0.07% 118
2025
Q2 		$1.62M Sell
5,202
-13,455
-72% -$5.14M 0.06% 123
2025
Q1 		$9.77M Sell
18,657
-136
-0.7% -$69.5K 0.4% 30
2024
Q4 		$9.51M Buy
18,793
+5,890
+46% +$3.35M 0.36% 31
2024
Q3 		$7.54M Buy
12,903
+6,819
+112% +$3.86M 0.28% 42
2024
Q2 		$3.1M Sell
6,084
-226
-4% -$111K 0.12% 95
2024
Q1 		$3.12M Sell
6,310
-2,440
-28% -$1.24M 0.12% 93
2023
Q4 		$4.61M Buy
+8,750
New +$4.67M 0.19% 74

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

GLOBALT Investments's UNH Position: Q2 2026 in Review

GLOBALT Investments reduced its UnitedHealth (UNH) stake by 2.7% in Q2 2026, selling an estimated $51.1K and leaving 4,882 shares worth $2.03M. The position accounts for 0.07% of the portfolio, ranked #118.

GLOBALT Investments first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.77M in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GLOBALT Investments held 4,882 shares of UnitedHealth worth $2.03M as of Q2 2026.
  • GLOBALT Investments sold 138 UnitedHealth shares in Q2 2026, an estimated $51.1K.
  • UnitedHealth made up 0.07% of GLOBALT Investments's portfolio in Q2 2026, its #118 holding.
  • GLOBALT Investments first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's UnitedHealth position peaked at $9.77M in Q1 2025.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.