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Meadow Creek Wealth Advisors’s UnitedHealth UNH Stock Holding History

Meadow Creek Wealth 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 		$795K Sell
1,913
-427
-18% -$158K 0.49% 48
2026
Q1 		$633K Sell
2,340
-95
-4% -$28.3K 0.41% 49
2025
Q4 		$804K Sell
2,435
-106
-4% -$35.9K 0.51% 42
2025
Q3 		$906K Buy
2,541
+204
+9% +$61.7K 0.6% 37
2025
Q2 		$729K Sell
2,337
-243
-9% -$92.9K 0.49% 40
2025
Q1 		$1.35M Sell
2,580
-186
-7% -$95.1K 1.01% 22
2024
Q4 		$1.4M Buy
2,766
+52
+2% +$29.5K 1.01% 23
2024
Q3 		$1.59M Buy
2,714
+359
+15% +$203K 1.26% 19
2024
Q2 		$1.2M Buy
2,355
+141
+6% +$69.1K 1.13% 23
2024
Q1 		$1.1M Buy
2,214
+460
+26% +$234K 0.76% 32
2023
Q4 		$923K Buy
+1,754
New +$935K 0.9% 22
2022
Q3 		$840K Buy
1,664
+23
+1% +$12.1K 1.11% 12
2022
Q2 		$843K Buy
1,641
+1
+0.1% +$502 1.04% 15
2022
Q1 		$836K Sell
1,640
-238
-13% -$115K 0.91% 21
2021
Q4 		$943K Buy
+1,878
New +$850K 0.89% 21
2019
Q4 		$348K Buy
+1,185
New +$310K 0.48% 67

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

Meadow Creek Wealth Advisors's UNH Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its UnitedHealth (UNH) stake by 18% in Q2 2026, selling an estimated $158K and leaving 1,913 shares worth $795K. The position accounts for 0.49% of the portfolio, ranked #48.

Meadow Creek Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.59M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Meadow Creek Wealth Advisors held 1,913 shares of UnitedHealth worth $795K as of Q2 2026.
  • Meadow Creek Wealth Advisors sold 427 UnitedHealth shares in Q2 2026, an estimated $158K.
  • UnitedHealth made up 0.49% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Meadow Creek Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 16 quarters since.
  • Meadow Creek Wealth Advisors's UnitedHealth position peaked at $1.59M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.