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Gould Asset Management’s UnitedHealth UNH Stock Holding History

Gould Asset Management’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 		$568K Buy
+1,367
New +$507K 0.09% 107
2026
Q1 		– Sell
-640
Closed -$211K – 175
2025
Q4 		$211K Sell
640
-208
-25% -$70.5K 0.04% 165
2025
Q3 		$293K Hold
848
– – 0.05% 142
2025
Q2 		$265K Sell
848
-845
-50% -$323K 0.05% 145
2025
Q1 		$887K Hold
1,693
– – 0.18% 64
2024
Q4 		$856K Buy
1,693
+45
+3% +$25.6K 0.18% 69
2024
Q3 		$964K Sell
1,648
-25
-1% -$14.1K 0.21% 61
2024
Q2 		$852K Hold
1,673
– – 0.2% 66
2024
Q1 		$828K Hold
1,673
– – 0.2% 61
2023
Q4 		$881K Sell
1,673
-95
-5% -$50.7K 0.23% 51
2023
Q3 		$891K Hold
1,768
– – 0.25% 42
2023
Q2 		$850K Sell
1,768
-125
-7% -$61.1K 0.24% 47
2023
Q1 		$895K Hold
1,893
– – 0.26% 41
2022
Q4 		$1M Buy
1,893
+250
+15% +$132K 0.3% 43
2022
Q3 		$830K Sell
1,643
-43
-3% -$22.6K 0.28% 39
2022
Q2 		$866K Buy
1,686
+58
+4% +$29.1K 0.28% 40
2022
Q1 		$830K Buy
1,628
+300
+23% +$145K 0.24% 42
2021
Q4 		$667K Buy
1,328
+345
+35% +$156K 0.19% 59
2021
Q3 		$384K Buy
983
+5
+0.5% +$2.07K 0.12% 84
2021
Q2 		$392K Buy
978
+120
+14% +$47.8K 0.11% 95
2021
Q1 		$319K Buy
+858
New +$297K 0.1% 104

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 $3.38T AUM 44.17% 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

Gould Asset Management's UNH Position: Q2 2026 in Review

Gould Asset Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,367 shares worth $568K. The stake represents 0.09% of the portfolio and ranks #107 among its holdings. This is a return to the name: Gould Asset Management previously reported a position in UNH as recently as Q4 2025.

Gould Asset Management first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $1M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gould Asset Management held 1,367 shares of UnitedHealth worth $568K as of Q2 2026.
  • UnitedHealth was a new Gould Asset Management position in Q2 2026.
  • UnitedHealth made up 0.09% of Gould Asset Management's portfolio in Q2 2026, its #107 holding.
  • Gould Asset Management first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
  • Gould Asset Management's UnitedHealth position peaked at $1M in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.