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HORAN Wealth’s UnitedHealth UNH Stock Holding History

HORAN 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 		$285K Buy
+686
New +$254K 0.04% 176
2026
Q1 		– Sell
-608
Closed -$201K – 199
2025
Q4 		$201K Sell
608
-23
-4% -$7.79K 0.03% 175
2025
Q3 		$218K Sell
631
-67
-10% -$20.3K 0.03% 182
2025
Q2 		$218K Buy
+698
New +$267K 0.07% 114

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

HORAN Wealth's UNH Position: Q2 2026 in Review

HORAN Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 686 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in UNH as recently as Q4 2025.

HORAN Wealth first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • HORAN Wealth held 686 shares of UnitedHealth worth $285K as of Q2 2026.
  • UnitedHealth was a new HORAN Wealth position in Q2 2026.
  • UnitedHealth made up 0.04% of HORAN Wealth's portfolio in Q2 2026, its #176 holding.
  • HORAN Wealth first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.