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Marshall Investment Management’s UnitedHealth UNH Stock Holding History

Marshall Investment Management’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 		$11.1K Hold
27
– – ﹤0.01% 216
2026
Q1 		$7.18K Buy
+27
New +$8.04K ﹤0.01% 209
2025
Q2 		– Sell
-30
Closed -$15.6K – 208
2025
Q1 		$15.6K Sell
30
-21
-41% -$10.7K 0.01% 153
2024
Q4 		$30.2K Buy
+51
New +$29K 0.02% 122

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

Marshall Investment Management's UNH Position: Q2 2026 in Review

Marshall Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 27 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Marshall Investment Management first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $30.2K in Q4 2024. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Marshall Investment Management held 27 shares of UnitedHealth worth $11.1K as of Q2 2026.
  • Marshall Investment Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #216 holding.
  • Marshall Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's UnitedHealth position peaked at $30.2K in Q4 2024.
  • 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.