HA
UNH icon

Herold Advisors’s UnitedHealth UNH Stock Holding History

Herold 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 		$910K Sell
2,193
-136
-6% -$50.4K 0.18% 127
2026
Q1 		$630K Sell
2,329
-1,123
-33% -$334K 0.14% 154
2025
Q4 		$1.14M Sell
3,452
-49
-1% -$16.6K 0.25% 98
2025
Q3 		$1.21M Buy
3,501
+446
+15% +$135K 0.28% 95
2025
Q2 		$953K Sell
3,055
-359
-11% -$137K 0.2% 119
2025
Q1 		$1.79M Buy
3,414
+79
+2% +$40.4K 0.39% 75
2024
Q4 		$1.69M Sell
3,335
-718
-18% -$408K 0.37% 72
2024
Q3 		$2.37M Sell
4,053
-111
-3% -$62.8K 0.51% 53
2024
Q2 		$2.12M Buy
4,164
+264
+7% +$129K 0.49% 55
2024
Q1 		$1.93M Sell
3,900
-66
-2% -$33.6K 0.47% 60
2023
Q4 		$2.09M Hold
3,966
– – 0.58% 52
2023
Q3 		$2M Buy
3,966
+293
+8% +$144K 0.61% 47
2023
Q2 		$1.77M Buy
3,673
+275
+8% +$134K 0.54% 55
2023
Q1 		$1.61M Buy
3,398
+127
+4% +$61.3K 0.56% 53
2022
Q4 		$1.73M Buy
3,271
+1
+0% +$530 0.73% 44
2022
Q3 		$1.65M Hold
3,270
– – 0.79% 41
2022
Q2 		$1.68M Buy
3,270
+95
+3% +$47.7K 0.75% 40
2022
Q1 		$1.62M Buy
3,175
+370
+13% +$178K 0.58% 50
2021
Q4 		$1.41M Hold
2,805
– – 0.55% 64
2021
Q3 		$1.1M Buy
+2,805
New +$1.16M 0.43% 76

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

Herold Advisors's UNH Position: Q2 2026 in Review

Herold Advisors reduced its UnitedHealth (UNH) stake by 5.8% in Q2 2026, selling an estimated $50.4K and leaving 2,193 shares worth $910K. The position accounts for 0.18% of the portfolio, ranked #127.

Herold Advisors first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.37M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Herold Advisors held 2,193 shares of UnitedHealth worth $910K as of Q2 2026.
  • Herold Advisors sold 136 UnitedHealth shares in Q2 2026, an estimated $50.4K.
  • UnitedHealth made up 0.18% of Herold Advisors's portfolio in Q2 2026, its #127 holding.
  • Herold Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's UnitedHealth position peaked at $2.37M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.