HBS
UNH icon

Howard Bailey Securities’s UnitedHealth UNH Stock Holding History

Howard Bailey Securities’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 		$234K Buy
+562
New +$208K 0.09% 104
2026
Q1 		– Sell
-698
Closed -$230K – 153
2025
Q4 		$230K Sell
698
-253
-27% -$85.7K 0.09% 126
2025
Q3 		$328K Sell
951
-181
-16% -$54.7K 0.09% 103
2025
Q2 		$353K Sell
1,132
-743
-40% -$284K 0.11% 98
2025
Q1 		$982K Buy
1,875
+494
+36% +$253K 0.33% 57
2024
Q4 		$699K Sell
1,381
-31
-2% -$17.6K 0.26% 59
2024
Q3 		$826K Buy
+1,412
New +$799K 0.31% 54

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

Howard Bailey Securities's UNH Position: Q2 2026 in Review

Howard Bailey Securities opened a new position in UnitedHealth (UNH) in Q2 2026: 562 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #104 among its holdings. This is a return to the name: Howard Bailey Securities previously reported a position in UNH as recently as Q4 2025.

Howard Bailey Securities first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $982K in Q1 2025. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Howard Bailey Securities held 562 shares of UnitedHealth worth $234K as of Q2 2026.
  • UnitedHealth was a new Howard Bailey Securities position in Q2 2026.
  • UnitedHealth made up 0.09% of Howard Bailey Securities's portfolio in Q2 2026, its #104 holding.
  • Howard Bailey Securities first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • Howard Bailey Securities's UnitedHealth position peaked at $982K in Q1 2025.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Howard Bailey Securities's 13F filing for Q2 2026, filed 10 Aug 2026.