MFF
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Michels Family Financial’s UnitedHealth UNH Stock Holding History

Michels Family Financial’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 		$718K Sell
1,727
-176
-9% -$65.2K 0.46% 66
2026
Q1 		$515K Buy
1,903
+846
+80% +$252K 0.37% 84
2025
Q4 		$349K Buy
1,057
+76
+8% +$25.8K 0.26% 104
2025
Q3 		$339K Buy
981
+210
+27% +$63.5K 0.26% 107
2025
Q2 		$241K Sell
771
-35
-4% -$13.4K 0.21% 117
2025
Q1 		$422K Buy
806
+20
+3% +$10.2K 0.38% 87
2024
Q4 		$398K Buy
+786
New +$447K 0.36% 91

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

Michels Family Financial's UNH Position: Q2 2026 in Review

Michels Family Financial reduced its UnitedHealth (UNH) stake by 9.2% in Q2 2026, selling an estimated $65.2K and leaving 1,727 shares worth $718K. The position accounts for 0.46% of the portfolio, ranked #66.

Michels Family Financial first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Michels Family Financial held 1,727 shares of UnitedHealth worth $718K as of Q2 2026.
  • Michels Family Financial sold 176 UnitedHealth shares in Q2 2026, an estimated $65.2K.
  • UnitedHealth made up 0.46% of Michels Family Financial's portfolio in Q2 2026, its #66 holding.
  • Michels Family Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.