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MASECO Private Wealth’s UnitedHealth UNH Stock Holding History

MASECO Private Wealth’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 		$27.4K Sell
66
-5
-7% -$1.85K ﹤0.01% 197
2026
Q1 		$19.2K Buy
71
+13
+22% +$3.87K ﹤0.01% 198
2025
Q4 		$19.2K Sell
58
-7
-11% -$2.37K ﹤0.01% 266
2025
Q3 		$22.6K Hold
65
– – ﹤0.01% 137
2025
Q2 		$20.3K Buy
+65
New +$24.8K ﹤0.01% 253

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 $3.38T AUM 44.17% 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

MASECO Private Wealth's UNH Position: Q2 2026 in Review

MASECO Private Wealth reduced its UnitedHealth (UNH) stake by 7% in Q2 2026, selling an estimated $1.85K and leaving 66 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

MASECO Private Wealth first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MASECO Private Wealth held 66 shares of UnitedHealth worth $27.4K as of Q2 2026.
  • MASECO Private Wealth sold 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
  • UnitedHealth made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #197 holding.
  • MASECO Private Wealth first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.