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Mason & Associates (California)’s UnitedHealth UNH Stock Holding History

Mason & Associates (California)’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 		$942K Sell
2,266
-516
-19% -$191K 0.15% 74
2026
Q1 		$728K Sell
2,782
-197
-7% -$58.7K 0.14% 88
2025
Q4 		$983K Buy
2,979
+110
+4% +$37.3K 0.19% 63
2025
Q3 		$991K Buy
2,869
+85
+3% +$25.7K 0.2% 50
2025
Q2 		$869K Sell
2,784
-364
-12% -$139K 0.2% 52
2025
Q1 		$1.65M Sell
3,148
-953
-23% -$487K 0.41% 38
2024
Q4 		$2.07M Buy
4,101
+17
+0.4% +$9.66K 0.49% 34
2024
Q3 		$2.39M Sell
4,084
-22
-0.5% -$12.4K 0.6% 32
2024
Q2 		$2.09M Buy
4,106
+768
+23% +$376K 0.56% 31
2024
Q1 		$1.65M Buy
3,338
+161
+5% +$81.8K 0.44% 32
2023
Q4 		$1.67M Sell
3,177
-86
-3% -$45.9K 0.49% 22
2023
Q3 		$1.65M Buy
3,263
+252
+8% +$124K 0.53% 24
2023
Q2 		$1.45M Buy
3,011
+479
+19% +$234K 0.43% 28
2023
Q1 		$1.2M Sell
2,532
-15
-0.6% -$7.24K 0.37% 29
2022
Q4 		$1.35M Buy
2,547
+5
+0.2% +$2.65K 0.43% 23
2022
Q3 		$1.28M Buy
2,542
+32
+1% +$16.8K 0.45% 25
2022
Q2 		$1.29M Hold
2,510
– – 0.45% 26
2022
Q1 		$1.28M Sell
2,510
-331
-12% -$160K 0.39% 36
2021
Q4 		$1.43M Buy
+2,841
New +$1.29M 0.43% 33

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

Mason & Associates (California)'s UNH Position: Q2 2026 in Review

Mason & Associates (California) reduced its UnitedHealth (UNH) stake by 19% in Q2 2026, selling an estimated $191K and leaving 2,266 shares worth $942K. The position accounts for 0.15% of the portfolio, ranked #74.

Mason & Associates (California) first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.39M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mason & Associates (California) held 2,266 shares of UnitedHealth worth $942K as of Q2 2026.
  • Mason & Associates (California) sold 516 UnitedHealth shares in Q2 2026, an estimated $191K.
  • UnitedHealth made up 0.15% of Mason & Associates (California)'s portfolio in Q2 2026, its #74 holding.
  • Mason & Associates (California) first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s UnitedHealth position peaked at $2.39M in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.