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High Note Wealth’s UnitedHealth UNH Stock Holding History

High Note Wealth’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 		$1.62M Sell
3,898
-1,326
-25% -$491K 0.28% 59
2026
Q1 		$1.41M Buy
5,224
+396
+8% +$118K 0.28% 57
2025
Q4 		$1.59M Sell
4,828
-715
-13% -$242K 0.31% 54
2025
Q3 		$1.91M Buy
5,543
+128
+2% +$38.7K 0.38% 55
2025
Q2 		$1.69M Sell
5,415
-9,426
-64% -$3.6M 0.39% 49
2025
Q1 		$7.77M Sell
14,841
-7,705
-34% -$3.94M 1.93% 18
2024
Q4 		$11.4M Sell
22,546
-627
-3% -$356K 2.97% 7
2024
Q3 		$13.5M Buy
23,173
+89
+0.4% +$50.3K 3.87% 7
2024
Q2 		$11.8M Buy
23,084
+1,013
+5% +$497K 3.59% 8
2024
Q1 		$10.9M Buy
22,071
+1,075
+5% +$547K 3.55% 8
2023
Q4 		$11.1M Buy
20,996
+621
+3% +$331K 4.16% 7
2023
Q3 		$10.3M Buy
20,375
+173
+0.9% +$85.1K 4.25% 6
2023
Q2 		$9.71M Buy
20,202
+5,402
+37% +$2.64M 3.96% 7
2023
Q1 		$6.99M Buy
14,800
+1
+0% +$483 2.88% 11
2022
Q4 		$7.85M Sell
14,799
-39
-0.3% -$20.7K 3.29% 10
2022
Q3 		$8.04M Sell
14,838
-65
-0.4% -$34.2K 3.21% 9
2022
Q2 		$7.66M Buy
14,903
+2,315
+18% +$1.16M 2.99% 11
2022
Q1 		$6.42M Hold
12,588
– – 2.26% 16
2021
Q4 		$6.32M Sell
12,588
-669
-5% -$303K 2.13% 14
2021
Q3 		$5.18M Buy
13,257
+76
+0.6% +$31.5K 1.87% 15
2021
Q2 		$5.28M Sell
13,181
-479
-4% -$191K 1.92% 15
2021
Q1 		$5.08M Buy
13,660
+755
+6% +$262K 1.97% 13
2020
Q4 		$4.53M Buy
+12,905
New +$4.33M 1.92% 14

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

High Note Wealth's UNH Position: Q2 2026 in Review

High Note Wealth reduced its UnitedHealth (UNH) stake by 25% in Q2 2026, selling an estimated $491K and leaving 3,898 shares worth $1.62M. The position accounts for 0.28% of the portfolio, ranked #59.

High Note Wealth first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.5M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • High Note Wealth held 3,898 shares of UnitedHealth worth $1.62M as of Q2 2026.
  • High Note Wealth sold 1,326 UnitedHealth shares in Q2 2026, an estimated $491K.
  • UnitedHealth made up 0.28% of High Note Wealth's portfolio in Q2 2026, its #59 holding.
  • High Note Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • High Note Wealth's UnitedHealth position peaked at $13.5M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.