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Midwest Trust’s UnitedHealth UNH Stock Holding History

Midwest Trust’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 		$23.6M Buy
56,860
+15,846
+39% +$5.87M 0.27% 90
2026
Q1 		$11.1M Sell
41,014
-3,708
-8% -$1.1M 0.14% 144
2025
Q4 		$14.8M Sell
44,722
-1,288
-3% -$436K 0.18% 120
2025
Q3 		$15.9M Sell
46,010
-21,116
-31% -$6.39M 0.21% 115
2025
Q2 		$20.9M Buy
+67,126
New +$25.7M 0.29% 89

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

Midwest Trust's UNH Position: Q2 2026 in Review

Midwest Trust increased its UnitedHealth (UNH) stake by 39% in Q2 2026, buying an estimated $5.87M and bringing the position to 56,860 shares worth $23.6M. The position accounts for 0.27% of the portfolio, ranked #90.

Midwest Trust first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Midwest Trust held 56,860 shares of UnitedHealth worth $23.6M as of Q2 2026.
  • Midwest Trust bought 15,846 UnitedHealth shares in Q2 2026, an estimated $5.87M.
  • UnitedHealth made up 0.27% of Midwest Trust's portfolio in Q2 2026, its #90 holding.
  • Midwest Trust first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.