MBA Advisors’s UnitedHealth UNH Stock Holding History

MBA Advisors’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	$263K	Buy	+633	New	+$235K	0.09%	131
2025 Q1	–	Sell	-454	Closed	-$230K	–	138
2024 Q4	$230K	Sell	454 -125	-22%	-$71K	0.12%	119
2024 Q3	$339K	Sell	579 -7	-1%	-$3.96K	0.16%	100
2024 Q2	$298K	Sell	586 -55	-9%	-$27K	0.15%	100
2024 Q1	$317K	Hold	641	–	–	0.16%	101
2023 Q4	$337K	Buy	641 +12	+2%	+$6.4K	0.19%	90
2023 Q3	$317K	Hold	629	–	–	0.19%	83
2023 Q2	$302K	Hold	629	–	–	0.18%	91
2023 Q1	$297K	Hold	629	–	–	0.19%	100
2022 Q4	$333K	Hold	629	–	–	0.22%	89
2022 Q3	$318K	Hold	629	–	–	0.23%	84
2022 Q2	$323K	Hold	629	–	–	0.22%	91
2022 Q1	$321K	Hold	629	–	–	0.2%	106
2021 Q4	$316K	Buy	+629	New	+$285K	0.2%	111
2021 Q3	–	Sell	-504	Closed	-$202K	–	140
2021 Q2	$202K	Buy	+504	New	+$201K	0.09%	135

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 $3.37T AUM 44.26% 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

MBA Advisors's UNH Position: Q2 2026 in Review

MBA Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 633 shares worth $263K. The stake represents 0.09% of the portfolio and ranks #131 among its holdings. This is a return to the name: MBA Advisors previously reported a position in UNH as recently as Q4 2024.

MBA Advisors first reported a position in UNH in Q2 2021 and has held it in 15 quarters since. The position peaked at $339K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

MBA Advisors held 633 shares of UnitedHealth worth $263K as of Q2 2026.
UnitedHealth was a new MBA Advisors position in Q2 2026.
UnitedHealth made up 0.09% of MBA Advisors's portfolio in Q2 2026, its #131 holding.
MBA Advisors first reported a position in UnitedHealth in Q2 2021 and has held it in 15 quarters since.
MBA Advisors's UnitedHealth position peaked at $339K in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.