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Golden State Equity Partners’s UnitedHealth UNH Stock Holding History

Golden State Equity Partners’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 		$4.16K Sell
10
-3,448
-100% -$1.28M 0.01% 262
2026
Q1 		$936K Buy
3,458
+1,064
+44% +$317K 0.07% 305
2025
Q4 		$790K Buy
2,394
+25
+1% +$8.47K 0.13% 181
2025
Q3 		$818K Buy
2,369
+293
+14% +$88.6K 0.14% 176
2025
Q2 		$648K Sell
2,076
-1,215
-37% -$464K 0.12% 209
2025
Q1 		$1.72M Sell
3,291
-68
-2% -$34.8K 0.34% 70
2024
Q4 		$1.7M Sell
3,359
-68
-2% -$38.6K 0.32% 67
2024
Q3 		$2M Buy
3,427
+355
+12% +$201K 0.31% 69
2024
Q2 		$1.56M Buy
+3,072
New +$1.51M 0.33% 72
2023
Q4 		$1.58M Sell
3,006
-224
-7% -$119K 0.38% 64
2023
Q3 		$1.63M Sell
3,230
-30
-0.9% -$14.8K 0.45% 57
2023
Q2 		$1.57M Buy
3,260
+1,492
+84% +$730K 0.44% 51
2023
Q1 		$836K Buy
+1,768
New +$853K 0.45% 66
2022
Q1 		$547K Sell
1,072
-31
-3% -$15K 0.28% 103
2021
Q4 		$554K Sell
1,103
-37
-3% -$16.7K 0.28% 85
2021
Q3 		$445K Sell
1,140
-42
-4% -$17.4K 0.18% 127
2021
Q2 		$473K Buy
1,182
+142
+14% +$56.6K 0.18% 130
2021
Q1 		$387K Buy
1,040
+47
+5% +$16.3K 0.22% 102
2020
Q4 		$348K Buy
+993
New +$333K 0.24% 115

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

Golden State Equity Partners's UNH Position: Q2 2026 in Review

Golden State Equity Partners reduced its UnitedHealth (UNH) stake by 100% in Q2 2026, selling an estimated $1.28M and leaving 10 shares worth $4.16K. The position accounts for 0.01% of the portfolio, ranked #262.

Golden State Equity Partners first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $2M in Q3 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Golden State Equity Partners held 10 shares of UnitedHealth worth $4.16K as of Q2 2026.
  • Golden State Equity Partners sold 3,448 UnitedHealth shares in Q2 2026, an estimated $1.28M.
  • UnitedHealth made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #262 holding.
  • Golden State Equity Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • Golden State Equity Partners's UnitedHealth position peaked at $2M in Q3 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.