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Millstone Evans Group’s UnitedHealth UNH Stock Holding History

Millstone Evans Group’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 		$309K Buy
743
+8
+1% +$2.96K 0.17% 102
2026
Q1 		$199K Buy
735
+14
+2% +$4.17K 0.12% 141
2025
Q4 		$238K Buy
721
+9
+1% +$3.05K 0.14% 118
2025
Q3 		$246K Hold
712
– – 0.16% 105
2025
Q2 		$222K Hold
712
– – 0.15% 114
2025
Q1 		$373K Hold
712
– – 0.25% 73
2024
Q4 		$360K Buy
+712
New +$405K 0.25% 74

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

Millstone Evans Group's UNH Position: Q2 2026 in Review

Millstone Evans Group increased its UnitedHealth (UNH) stake by 1.1% in Q2 2026, buying an estimated $2.96K and bringing the position to 743 shares worth $309K. The position accounts for 0.17% of the portfolio, ranked #102.

Millstone Evans Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Millstone Evans Group held 743 shares of UnitedHealth worth $309K as of Q2 2026.
  • Millstone Evans Group bought 8 UnitedHealth shares in Q2 2026, an estimated $2.96K.
  • UnitedHealth made up 0.17% of Millstone Evans Group's portfolio in Q2 2026, its #102 holding.
  • Millstone Evans Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's UnitedHealth position peaked at $373K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.