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Great Valley Advisor Group’s UnitedHealth UNH Stock Holding History

Great Valley Advisor Group’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 		$8.42M Buy
20,268
+1,987
+11% +$736K 0.13% 159
2026
Q1 		$4.95M Sell
18,281
-12,085
-40% -$3.6M 0.09% 196
2025
Q4 		$10M Sell
30,366
-222
-0.7% -$75.2K 0.19% 112
2025
Q3 		$10.6M Sell
30,588
-8,705
-22% -$2.63M 0.21% 104
2025
Q2 		$12.3M Sell
39,293
-365
-0.9% -$140K 0.27% 89
2025
Q1 		$20.8M Sell
39,658
-265
-0.7% -$135K 0.45% 59
2024
Q4 		$20.2M Sell
39,923
-1,039
-3% -$590K 0.45% 55
2024
Q3 		$23.9M Buy
40,962
+555
+1% +$314K 0.59% 36
2024
Q2 		$20.6M Buy
40,407
+1,660
+4% +$814K 0.58% 37
2024
Q1 		$19.2M Sell
38,747
-642
-2% -$326K 0.58% 39
2023
Q4 		$20.7M Buy
39,389
+5,092
+15% +$2.72M 0.73% 30
2023
Q3 		$17.3M Buy
34,297
+1,884
+6% +$927K 0.72% 32
2023
Q2 		$15.6M Buy
32,413
+2,038
+7% +$997K 0.65% 35
2023
Q1 		$14.4M Buy
30,375
+2,891
+11% +$1.4M 0.67% 35
2022
Q4 		$14.6M Buy
27,484
+34
+0.1% +$18K 0.74% 29
2022
Q3 		$13.9M Buy
27,450
+836
+3% +$440K 0.78% 26
2022
Q2 		$13.7M Buy
26,614
+7,851
+42% +$3.94M 0.75% 29
2022
Q1 		$9.51M Buy
18,763
+603
+3% +$291K 0.55% 47
2021
Q4 		$8.38M Buy
18,160
+184
+1% +$83.3K 0.52% 44
2021
Q3 		$7.02M Buy
17,976
+469
+3% +$194K 0.48% 49
2021
Q2 		$6.83M Buy
17,507
+503
+3% +$201K 0.5% 45
2021
Q1 		$6.33M Buy
17,004
+478
+3% +$166K 0.61% 34
2020
Q4 		$5.79M Sell
16,526
-195
-1% -$65.4K 0.6% 36
2020
Q3 		$5.21M Buy
16,721
+3,141
+23% +$965K 0.64% 28
2020
Q2 		$4.01M Buy
13,580
+4,044
+42% +$1.16M 0.66% 35
2020
Q1 		$2.38M Buy
9,536
+1,508
+19% +$415K 0.63% 41
2019
Q4 		$2.36M Buy
8,028
+155
+2% +$40.6K 0.53% 55
2019
Q3 		$1.71M Buy
7,873
+334
+4% +$80.6K 0.41% 73
2019
Q2 		$1.84M Buy
7,539
+4,568
+154% +$1.1M 0.46% 67
2019
Q1 		$735K Buy
2,971
+41
+1% +$10.5K 0.23% 123
2018
Q4 		$730K Buy
+2,930
New +$774K 0.27% 92

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

Great Valley Advisor Group's UNH Position: Q2 2026 in Review

Great Valley Advisor Group increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $736K and bringing the position to 20,268 shares worth $8.42M. The position accounts for 0.13% of the portfolio, ranked #159.

Great Valley Advisor Group first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.9M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Great Valley Advisor Group held 20,268 shares of UnitedHealth worth $8.42M as of Q2 2026.
  • Great Valley Advisor Group bought 1,987 UnitedHealth shares in Q2 2026, an estimated $736K.
  • UnitedHealth made up 0.13% of Great Valley Advisor Group's portfolio in Q2 2026, its #159 holding.
  • Great Valley Advisor Group first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's UnitedHealth position peaked at $23.9M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.