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Medallion Wealth Advisors’s UnitedHealth UNH Stock Holding History

Medallion 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 		$782K Sell
1,880
-699
-27% -$259K 0.25% 101
2026
Q1 		$698K Buy
2,579
+241
+10% +$71.8K 0.23% 97
2025
Q4 		$772K Buy
2,338
+67
+3% +$22.7K 0.26% 90
2025
Q3 		$784K Buy
2,271
+8
+0.4% +$2.42K 0.28% 88
2025
Q2 		$731K Buy
2,263
+178
+9% +$68K 0.28% 88
2025
Q1 		$1.09M Buy
2,085
+495
+31% +$253K 0.5% 44
2024
Q4 		$814K Buy
+1,590
New +$903K 0.4% 62

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

Medallion Wealth Advisors's UNH Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its UnitedHealth (UNH) stake by 27% in Q2 2026, selling an estimated $259K and leaving 1,880 shares worth $782K. The position accounts for 0.25% of the portfolio, ranked #101.

Medallion Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Medallion Wealth Advisors held 1,880 shares of UnitedHealth worth $782K as of Q2 2026.
  • Medallion Wealth Advisors sold 699 UnitedHealth shares in Q2 2026, an estimated $259K.
  • UnitedHealth made up 0.25% of Medallion Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Medallion Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's UnitedHealth position peaked at $1.09M in Q1 2025.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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