James J. Burns & Company’s UnitedHealth UNH Stock Holding History

James J. Burns & Company’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	$1.18M	Sell	2,850 -620	-18%	-$230K	0.13%	66
2026 Q1	$939K	Sell	3,470 -1	-0%	-$298	0.13%	68
2025 Q4	$1.15M	Sell	3,471 -254	-7%	-$86.1K	0.16%	60
2025 Q3	$1.29M	Buy	3,725 +265	+8%	+$80.1K	0.19%	58
2025 Q2	$1.08M	Buy	3,460 +41	+1%	+$15.7K	0.18%	60
2025 Q1	$1.79M	Buy	3,419 +10	+0.3%	+$5.11K	0.32%	46
2024 Q4	$1.72M	Sell	3,409 -86	-2%	-$48.9K	0.3%	48
2024 Q3	$2.04M	Buy	3,495 +13	+0.4%	+$7.35K	0.37%	42
2024 Q2	$1.77M	Buy	+3,482	New	+$1.71M	0.35%	45

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 $3.38T AUM 44.17% 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

James J. Burns & Company's UNH Position: Q2 2026 in Review

James J. Burns & Company reduced its UnitedHealth (UNH) stake by 18% in Q2 2026, selling an estimated $230K and leaving 2,850 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #66.

James J. Burns & Company first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.04M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

James J. Burns & Company held 2,850 shares of UnitedHealth worth $1.18M as of Q2 2026.
James J. Burns & Company sold 620 UnitedHealth shares in Q2 2026, an estimated $230K.
UnitedHealth made up 0.13% of James J. Burns & Company's portfolio in Q2 2026, its #66 holding.
James J. Burns & Company first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
James J. Burns & Company's UnitedHealth position peaked at $2.04M in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.