Heartland Advisors’s UnitedHealth UNH Stock Holding History

Heartland Advisors’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	$393K	Hold	945	–	–	0.02%	225
2026 Q1	$256K	Hold	945	–	–	0.01%	228
2025 Q4	$312K	Hold	945	–	–	0.02%	231
2025 Q3	$326K	Buy	+945	New	+$286K	0.02%	220

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

Heartland Advisors's UNH Position: Q2 2026 in Review

Heartland Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 945 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #225.

Heartland Advisors first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Heartland Advisors held 945 shares of UnitedHealth worth $393K as of Q2 2026.
Heartland Advisors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.02% of Heartland Advisors's portfolio in Q2 2026, its #225 holding.
Heartland Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.