Guardian Capital (Canada)’s UnitedHealth UNH Stock Holding History

Guardian Capital (Canada)’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	$194K	Hold	4,100	–	–	﹤0.01%	166
2026 Q1	$269K	Sell	4,100 -400	-9%	-$119K	0.01%	154
2025 Q4	$78.6K	Sell	4,500 -100	-2%	-$33.9K	﹤0.01%	168
2025 Q3	$75.1K	Buy	4,600 +600	+15%	+$181K	﹤0.01%	158
2025 Q2	$462K	Hold	4,000	–	–	0.02%	129
2025 Q1	$110K	Buy	4,000 +700	+21%	+$358K	﹤0.01%	138
2024 Q4	$71.4K	Buy	+3,300	New	+$1.88M	﹤0.01%	132
2023 Q1	–	Sell	-78	Closed	-$303K	–	174
2022 Q4	$303K	Buy	+78	New	+$41.3K	0.01%	162
2022 Q3	–	Sell	-91	Closed	-$219K	–	183
2022 Q2	$219K	Buy	+91	New	+$45.7K	0.01%	172

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 $3.38T AUM 44.17% 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

Guardian Capital (Canada)'s UNH Position: Q2 2026 in Review

Guardian Capital (Canada) increased its UnitedHealth (UNH) stake by 3.4% in Q2 2026, buying an estimated $246K and bringing the position to 19,985 shares worth $8.31M. The position accounts for 0.2% of the portfolio, ranked #76.

Guardian Capital (Canada) first reported a position in UNH in Q4 2014 and has held it in 47 quarters since. The position peaked at $32.5M in Q4 2022. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Guardian Capital (Canada) held 19,985 shares of UnitedHealth worth $8.31M as of Q2 2026.
Guardian Capital (Canada) bought 663 UnitedHealth shares in Q2 2026, an estimated $246K.
UnitedHealth made up 0.2% of Guardian Capital (Canada)'s portfolio in Q2 2026, its #76 holding.
Guardian Capital (Canada) first reported a position in UnitedHealth in Q4 2014 and has held it in 47 quarters since.
Guardian Capital (Canada)'s UnitedHealth position peaked at $32.5M in Q4 2022.
3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.