Knollwood Investment Advisory’s UnitedHealth UNH Stock Holding History

Knollwood Investment Advisory’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	$1.88M	Hold	4,523	–	–	0.17%	108
2026 Q1	$1.22M	Hold	4,523	–	–	0.12%	147
2025 Q4	$1.49M	Hold	4,523	–	–	0.14%	142
2025 Q3	$1.56M	Sell	4,523 -32	-0.7%	-$9.68K	0.14%	147
2025 Q2	$1.42M	Hold	4,555	–	–	0.14%	152
2025 Q1	$2.39M	Hold	4,555	–	–	0.26%	101
2024 Q4	$2.3M	Sell	4,555 -6,014	-57%	-$3.42M	0.24%	104
2024 Q3	$6.18M	Hold	10,569	–	–	0.66%	35
2024 Q2	$5.38M	Buy	10,569 +2,074	+24%	+$1.02M	0.6%	38
2024 Q1	$4.2M	Hold	8,495	–	–	0.76%	31
2023 Q4	$4.47M	Buy	+8,495	New	+$4.53M	0.93%	26

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

Knollwood Investment Advisory's UNH Position: Q2 2026 in Review

Knollwood Investment Advisory held its UnitedHealth (UNH) position steady in Q2 2026 at 4,523 shares worth $1.88M. The position accounts for 0.17% of the portfolio, ranked #108.

Knollwood Investment Advisory first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.18M in Q3 2024. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Knollwood Investment Advisory held 4,523 shares of UnitedHealth worth $1.88M as of Q2 2026.
Knollwood Investment Advisory left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.17% of Knollwood Investment Advisory's portfolio in Q2 2026, its #108 holding.
Knollwood Investment Advisory first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Knollwood Investment Advisory's UnitedHealth position peaked at $6.18M in Q3 2024.
3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.