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Huntleigh Advisors’s UnitedHealth UNH Stock Holding History

Huntleigh Advisors’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 		$1.27M Buy
3,057
+1,024
+50% +$380K 0.18% 122
2026
Q1 		$550K Buy
2,033
+6
+0.3% +$1.79K 0.09% 170
2025
Q4 		$669K Sell
2,027
-515
-20% -$175K 0.11% 144
2025
Q3 		$878K Sell
2,542
-6,158
-71% -$1.86M 0.15% 128
2025
Q2 		$2.71M Buy
8,700
+6,684
+332% +$2.55M 0.52% 46
2025
Q1 		$1.06M Sell
2,016
-16
-0.8% -$8.18K 0.18% 96
2024
Q4 		$1.03M Buy
+2,032
New +$1.15M 0.22% 89

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

Huntleigh Advisors's UNH Position: Q2 2026 in Review

Huntleigh Advisors increased its UnitedHealth (UNH) stake by 50% in Q2 2026, buying an estimated $380K and bringing the position to 3,057 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #122.

Huntleigh Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.71M in Q2 2025. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Huntleigh Advisors held 3,057 shares of UnitedHealth worth $1.27M as of Q2 2026.
  • Huntleigh Advisors bought 1,024 UnitedHealth shares in Q2 2026, an estimated $380K.
  • UnitedHealth made up 0.18% of Huntleigh Advisors's portfolio in Q2 2026, its #122 holding.
  • Huntleigh Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Huntleigh Advisors's UnitedHealth position peaked at $2.71M in Q2 2025.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.