MGO One Seven’s UnitedHealth UNH Stock Holding History

MGO One Seven’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
2025 Q3	–	Sell	-1,400	Closed	-$437K	–	1396
2025 Q2	$437K	Buy	+1,400	New	+$535K	0.01%	773

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

MGO One Seven's UNH Position: Q2 2026 in Review

MGO One Seven increased its UnitedHealth (UNH) stake by 18% in Q2 2026, buying an estimated $1.67M and bringing the position to 29,713 shares worth $12.3M. The position accounts for 0.2% of the portfolio, ranked #115.

MGO One Seven first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

MGO One Seven held 29,713 shares of UnitedHealth worth $12.3M as of Q2 2026.
MGO One Seven bought 4,514 UnitedHealth shares in Q2 2026, an estimated $1.67M.
UnitedHealth made up 0.2% of MGO One Seven's portfolio in Q2 2026, its #115 holding.
MGO One Seven first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.