Houlihan Financial Resource Group’s UnitedHealth UNH Stock Holding History

Houlihan Financial Resource Group’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	$207K	Buy	+497	New	+$184K	0.07%	113
2025 Q2	–	Sell	-524	Closed	-$274K	–	109
2025 Q1	$274K	Hold	524	–	–	0.12%	93
2024 Q4	$265K	Hold	524	–	–	0.11%	95
2024 Q3	$306K	Hold	524	–	–	0.13%	91
2024 Q2	$267K	Hold	524	–	–	0.18%	55
2024 Q1	$259K	Buy	+524	New	+$266K	0.12%	91
2023 Q3	–	Sell	-12,219	Closed	-$5.97M	–	160
2023 Q2	$5.97M	Buy	+12,219	New	+$5.97M	0.19%	46
2020 Q3	$103K	Buy	+292	New	+$89.7K	0.06%	128

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Houlihan Financial Resource Group's UNH Position: Q2 2026 in Review

Houlihan Financial Resource Group opened a new position in UnitedHealth (UNH) in Q2 2026: 497 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #113 among its holdings. This is a return to the name: Houlihan Financial Resource Group previously reported a position in UNH as recently as Q1 2025.

Houlihan Financial Resource Group first reported a position in UNH in Q3 2020 and has held it in 8 quarters since. The position peaked at $5.97M in Q2 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Houlihan Financial Resource Group held 497 shares of UnitedHealth worth $207K as of Q2 2026.
UnitedHealth was a new Houlihan Financial Resource Group position in Q2 2026.
UnitedHealth made up 0.07% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #113 holding.
Houlihan Financial Resource Group first reported a position in UnitedHealth in Q3 2020 and has held it in 8 quarters since.
Houlihan Financial Resource Group's UnitedHealth position peaked at $5.97M in Q2 2023.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.