HFO
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Heritage Family Offices’s UnitedHealth UNH Stock Holding History

Heritage Family Offices’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 		$1.16M Buy
+2,797
New +$1.04M 0.45% 52
2025
Q3 		– Sell
-2,921
Closed -$1.51M – 207
2025
Q2 		$1.51M Hold
2,921
– – 0.76% 31
2025
Q1 		$1.53M Buy
2,921
+124
+4% +$63.4K 0.78% 30
2024
Q4 		$1.41M Buy
2,797
+147
+6% +$83.5K 0.71% 31
2024
Q3 		$1.55M Sell
2,650
-42
-2% -$23.8K 0.8% 29
2024
Q2 		$1.37M Buy
+2,692
New +$1.32M 0.76% 31

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

Heritage Family Offices's UNH Position: Q2 2026 in Review

Heritage Family Offices opened a new position in UnitedHealth (UNH) in Q2 2026: 2,797 shares worth $1.16M. The stake represents 0.45% of the portfolio and ranks #52 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in UNH as recently as Q2 2025.

Heritage Family Offices first reported a position in UNH in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.55M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Heritage Family Offices held 2,797 shares of UnitedHealth worth $1.16M as of Q2 2026.
  • UnitedHealth was a new Heritage Family Offices position in Q2 2026.
  • UnitedHealth made up 0.45% of Heritage Family Offices's portfolio in Q2 2026, its #52 holding.
  • Heritage Family Offices first reported a position in UnitedHealth in Q2 2024 and has held it in 6 quarters since.
  • Heritage Family Offices's UnitedHealth position peaked at $1.55M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.