Golden Road Advisors’s UnitedHealth UNH Stock Holding History

Golden Road 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	$260K	Buy	+626	New	+$232K	0.13%	57
2025 Q2	–	Sell	-393	Closed	-$206K	–	42
2025 Q1	$206K	Buy	+393	New	+$201K	0.16%	37
2024 Q4	–	Sell	-397	Closed	-$232K	–	41
2024 Q3	$232K	Sell	397 -231	-37%	-$131K	0.18%	36
2024 Q2	$309K	Buy	628 +92	+17%	+$45.1K	0.25%	32
2024 Q1	$265K	Sell	536 -42	-7%	-$21.4K	0.22%	32
2023 Q4	$304K	Buy	+578	New	+$308K	0.29%	26

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

Golden Road Advisors's UNH Position: Q2 2026 in Review

Golden Road Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 626 shares worth $260K. The stake represents 0.13% of the portfolio and ranks #57 among its holdings. This is a return to the name: Golden Road Advisors previously reported a position in UNH as recently as Q1 2025.

Golden Road Advisors first reported a position in UNH in Q4 2023 and has held it in 6 quarters since. The position peaked at $309K in Q2 2024. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Golden Road Advisors held 626 shares of UnitedHealth worth $260K as of Q2 2026.
UnitedHealth was a new Golden Road Advisors position in Q2 2026.
UnitedHealth made up 0.13% of Golden Road Advisors's portfolio in Q2 2026, its #57 holding.
Golden Road Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 6 quarters since.
Golden Road Advisors's UnitedHealth position peaked at $309K in Q2 2024.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.