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Leeward Financial Partners’s UnitedHealth UNH Stock Holding History

Leeward Financial Partners’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 		$5.16M Buy
12,411
+11
+0.1% +$4.08K 1.35% 27
2026
Q1 		$3.36M Buy
12,400
+283
+2% +$84.3K 1% 35
2025
Q4 		$4M Buy
12,117
+213
+2% +$72.2K 1.12% 31
2025
Q3 		$4.11M Buy
11,904
+408
+4% +$123K 1.17% 30
2025
Q2 		$3.59M Buy
11,496
+10,550
+1,115% +$4.03M 1.14% 30
2025
Q1 		$496K Sell
946
-1,198
-56% -$612K 0.19% 60
2024
Q4 		$1.08M Sell
2,144
-342
-14% -$194K 0.39% 52
2024
Q3 		$1.45M Buy
2,486
+59
+2% +$33.4K 0.55% 45
2024
Q2 		$1.24M Sell
2,427
-6,901
-74% -$3.38M 0.5% 49
2024
Q1 		$4.61M Buy
9,328
+2,878
+45% +$1.46M 1.95% 17
2023
Q4 		$3.4M Buy
6,450
+335
+5% +$179K 1.64% 21
2023
Q3 		$3.08M Buy
6,115
+575
+10% +$283K 1.71% 18
2023
Q2 		$2.66M Buy
5,540
+140
+3% +$68.5K 1.53% 18
2023
Q1 		$2.55M Buy
5,400
+195
+4% +$94.1K 1.56% 24
2022
Q4 		$2.76M Sell
5,205
-113
-2% -$59.9K 1.91% 19
2022
Q3 		$2.69M Buy
5,318
+7
+0.1% +$3.68K 1.93% 20
2022
Q2 		$2.73M Sell
5,311
-179
-3% -$89.9K 1.87% 20
2022
Q1 		$2.8M Sell
5,490
-206
-4% -$99.4K 1.73% 21
2021
Q4 		$2.86M Buy
+5,696
New +$2.58M 1.79% 20

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

Leeward Financial Partners's UNH Position: Q2 2026 in Review

Leeward Financial Partners increased its UnitedHealth (UNH) stake by 0.09% in Q2 2026, buying an estimated $4.08K and bringing the position to 12,411 shares worth $5.16M. The position accounts for 1.35% of the portfolio, ranked #27.

Leeward Financial Partners first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Leeward Financial Partners held 12,411 shares of UnitedHealth worth $5.16M as of Q2 2026.
  • Leeward Financial Partners bought 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
  • UnitedHealth made up 1.35% of Leeward Financial Partners's portfolio in Q2 2026, its #27 holding.
  • Leeward Financial Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.