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HealthInvest Partners’s UnitedHealth UNH Stock Holding History

HealthInvest 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 		– Sell
-14,636
Closed -$2.77M – 42
2026
Q1 		$2.77M Hold
14,636
– – 0.9% 35
2025
Q4 		$3.19M Buy
14,636
+909
+7% +$308K 1.02% 31
2025
Q3 		$2.81M Hold
13,727
– – 1.1% 29
2025
Q2 		$2.49M Sell
13,727
-12,055
-47% -$4.61M 1.06% 30
2025
Q1 		$13.5M Sell
25,782
-9,420
-27% -$4.82M 5.96% 3
2024
Q4 		$17.9M Sell
35,202
-288
-0.8% -$164K 8.48% 2
2024
Q3 		$20.8M Buy
35,490
+3,810
+12% +$2.15M 9.75% 2
2024
Q2 		$16.1M Buy
31,680
+8,639
+37% +$4.23M 9.84% 2
2024
Q1 		$11.4M Buy
23,041
+4,633
+25% +$2.36M 6.94% 3
2023
Q4 		$9.69M Buy
+18,408
New +$9.82M 7.59% 1
2022
Q4 		$201K Buy
+379
New +$201K 0.39% 11

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

HealthInvest Partners's UNH Position: Q2 2026 in Review

HealthInvest Partners sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 14,636 shares — an estimated $2.77M sold.

HealthInvest Partners first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $20.8M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HealthInvest Partners reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • HealthInvest Partners sold 14,636 UnitedHealth shares in Q2 2026, an estimated $2.77M.
  • HealthInvest Partners first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
  • HealthInvest Partners's UnitedHealth position peaked at $20.8M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HealthInvest Partners's 13F filing for Q2 2026, filed 24 Jul 2026.