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Highland Investment Advisors LLC’s UnitedHealth UNH Stock Holding History

Highland Investment Advisors LLC’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 		$296K Buy
+711
New +$264K 0.13% 63

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Highland Investment Advisors LLC's UNH Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in UnitedHealth (UNH) in Q2 2026: 711 shares worth $296K. The stake represents 0.13% of the portfolio and ranks #63 among its holdings.

2,827 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Highland Investment Advisors LLC held 711 shares of UnitedHealth worth $296K as of Q2 2026.
  • UnitedHealth was a new Highland Investment Advisors LLC position in Q2 2026.
  • UnitedHealth made up 0.13% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #63 holding.
  • 2,827 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.