Miller Financial Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$220K Buy
+254
New +$94.1K 0.18% 121

Other funds holding UNH

Miller Financial Services's UNH Position: Q2 2026 in Review

Miller Financial Services reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $3.71K and leaving 931 shares worth $387K. The position accounts for 0.31% of the portfolio, ranked #86.

Miller Financial Services first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 1,298 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Miller Financial Services held 931 shares of UnitedHealth worth $387K as of Q2 2026.
  • Miller Financial Services sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.31% of Miller Financial Services's portfolio in Q2 2026, its #86 holding.
  • Miller Financial Services first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 1,298 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.