McLean Asset Management
UNH icon

McLean Asset Management’s UnitedHealth UNH Stock Holding History

McLean Asset 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
Q3 		$794K Sell
2,007
-34
-2% -$13.7K 0.11% 75
2026
Q2 		$846K Buy
2,041
+90
+5% +$33.4K 0.11% 67
2026
Q1 		$528K Sell
1,951
-49
-2% -$14.6K 0.09% 90
2025
Q4 		$670K Buy
2,000
+32
+2% +$10.8K 0.12% 81
2025
Q3 		$706K Buy
1,968
+21
+1% +$6.35K 0.15% 78
2025
Q2 		$599K Sell
1,947
-113
-5% -$43.2K 0.16% 74
2025
Q1 		$1.14M Sell
2,060
-82
-4% -$41.9K 0.38% 37
2024
Q4 		$1.08M Buy
2,142
+65
+3% +$36.9K 0.33% 42
2024
Q3 		$1.23M Buy
2,077
+25
+1% +$14.1K 0.37% 40
2024
Q2 		$1.03M Sell
2,052
-36
-2% -$17.6K 0.33% 42
2024
Q1 		$960K Buy
2,088
+17
+0.8% +$8.64K 0.33% 42
2023
Q4 		$1.11M Buy
2,071
+11
+0.5% +$5.87K 0.42% 34
2023
Q3 		$1.08M Buy
2,060
+19
+0.9% +$9.35K 0.44% 32
2023
Q2 		$981K Buy
2,041
+19
+0.9% +$9.29K 0.38% 35
2023
Q1 		$956K Sell
2,022
-120
-6% -$57.9K 0.39% 34
2022
Q4 		$1.14M Buy
2,142
+47
+2% +$24.9K 0.39% 33
2022
Q3 		$1.06M Buy
2,095
+23
+1% +$12.1K 0.41% 31
2022
Q2 		$1.07M Sell
2,072
-789
-28% -$396K 0.43% 27
2022
Q1 		$1.46M Buy
2,861
+850
+42% +$410K 1.08% 16
2021
Q4 		$953K Sell
2,011
-178
-8% -$80.6K 0.37% 31
2021
Q3 		$995K Buy
2,189
+126
+6% +$52.2K 0.38% 30
2021
Q2 		$866K Buy
2,063
+9
+0.4% +$3.59K 0.39% 31
2021
Q1 		$810K Buy
2,054
+27
+1% +$9.36K 0.64% 27
2020
Q4 		$711K Buy
+2,027
New +$679K 0.63% 29

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

McLean Asset Management's UNH Position: Q3 2026 in Review

McLean Asset Management reduced its UnitedHealth (UNH) stake by 1.7% in Q3 2026, selling an estimated $13.7K and leaving 2,007 shares worth $794K. The position accounts for 0.11% of the portfolio, ranked #75.

McLean Asset Management first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.46M in Q1 2022. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • McLean Asset Management held 2,007 shares of UnitedHealth worth $794K as of Q3 2026.
  • McLean Asset Management sold 34 UnitedHealth shares in Q3 2026, an estimated $13.7K.
  • UnitedHealth made up 0.11% of McLean Asset Management's portfolio in Q3 2026, its #75 holding.
  • McLean Asset Management first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • McLean Asset Management's UnitedHealth position peaked at $1.46M in Q1 2022.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.