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Homestead Advisers’s UnitedHealth UNH Stock Holding History

Homestead Advisers’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 		$110M Buy
265,072
+600
+0.2% +$222K 2.74% 9
2026
Q1 		$71.2M Buy
264,472
+50,900
+24% +$15.2M 1.91% 25
2025
Q4 		$70.5M Sell
213,572
-6,928
-3% -$2.35M 1.87% 25
2025
Q3 		$76.1M Buy
220,500
+28,200
+15% +$8.53M 1.81% 25
2025
Q2 		$60M Buy
192,300
+83,500
+77% +$31.9M 1.42% 36
2025
Q1 		$57M Buy
108,800
+52,600
+94% +$26.9M 1.4% 40
2024
Q4 		$28.4M Buy
+56,200
New +$31.9M 0.69% 47

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

Homestead Advisers's UNH Position: Q2 2026 in Review

Homestead Advisers increased its UnitedHealth (UNH) stake by 0.23% in Q2 2026, buying an estimated $222K and bringing the position to 265,072 shares worth $110M. The position accounts for 2.74% of the portfolio, ranked #9.

Homestead Advisers first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Homestead Advisers held 265,072 shares of UnitedHealth worth $110M as of Q2 2026.
  • Homestead Advisers bought 600 UnitedHealth shares in Q2 2026, an estimated $222K.
  • UnitedHealth made up 2.74% of Homestead Advisers's portfolio in Q2 2026, its #9 holding.
  • Homestead Advisers first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.