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GoalVest Advisory’s UnitedHealth UNH Stock Holding History

GoalVest 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 		$106K Buy
256
+51
+25% +$18.9K 0.02% 157
2026
Q1 		$55.5K Sell
205
-141
-41% -$42K 0.01% 217
2025
Q4 		$114K Buy
346
+141
+69% +$47.8K 0.02% 176
2025
Q3 		$70.8K Sell
205
-90
-31% -$27.2K 0.02% 192
2025
Q2 		$92K Sell
295
-2,973
-91% -$1.14M 0.02% 176
2025
Q1 		$1.71M Buy
3,268
+30
+0.9% +$15.3K 0.47% 40
2024
Q4 		$1.64M Sell
3,238
-10
-0.3% -$5.68K 0.45% 36
2024
Q3 		$1.9M Buy
3,248
+124
+4% +$70.1K 0.55% 30
2024
Q2 		$1.59M Buy
3,124
+18
+0.6% +$8.82K 0.51% 29
2024
Q1 		$1.54M Buy
3,106
+223
+8% +$113K 0.51% 28
2023
Q4 		$1.52M Sell
2,883
-96
-3% -$51.2K 0.67% 14
2023
Q3 		$1.5M Buy
2,979
+164
+6% +$80.7K 0.75% 16
2023
Q2 		$1.35M Buy
2,815
+286
+11% +$140K 0.7% 14
2023
Q1 		$1.2M Buy
2,529
+134
+6% +$64.7K 0.7% 36
2022
Q4 		$1.27M Buy
2,395
+314
+15% +$166K 0.82% 25
2022
Q3 		$1.05M Sell
2,081
-1,242
-37% -$653K 0.74% 34
2022
Q2 		$1.68M Buy
3,323
+22
+0.7% +$11K 1.06% 22
2022
Q1 		$1.68M Buy
+3,301
New +$1.59M 0.95% 31
2021
Q2 		$1.3M Buy
3,255
+172
+6% +$68.6K 0.81% 35
2021
Q1 		$1.15M Buy
3,083
+334
+12% +$116K 0.86% 35
2020
Q4 		$964K Buy
+2,749
New +$921K 0.81% 35

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GoalVest Advisory's UNH Position: Q2 2026 in Review

GoalVest Advisory increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $18.9K and bringing the position to 256 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #157.

GoalVest Advisory first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.9M in Q3 2024. 1,714 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GoalVest Advisory held 256 shares of UnitedHealth worth $106K as of Q2 2026.
  • GoalVest Advisory bought 51 UnitedHealth shares in Q2 2026, an estimated $18.9K.
  • UnitedHealth made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #157 holding.
  • GoalVest Advisory first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's UnitedHealth position peaked at $1.9M in Q3 2024.
  • 1,714 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.