Minot DeBlois Advisors’s UnitedHealth UNH Stock Holding History

Minot DeBlois Advisors’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	$2.08K	Sell	5 -5	-50%	-$1.85K	﹤0.01%	195
2026 Q1	$2.71K	Sell	10 -15	-60%	-$4.47K	﹤0.01%	184
2025 Q4	$8.25K	Hold	25	–	–	0.01%	127
2025 Q3	$8.63K	Hold	25	–	–	0.01%	155
2025 Q2	$7.8K	Hold	25	–	–	0.01%	165
2025 Q1	$13.1K	Sell	25 -75	-75%	-$38.3K	0.01%	146
2024 Q4	$50.6K	Buy	+100	New	+$56.8K	0.05%	114

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

Minot DeBlois Advisors's UNH Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its UnitedHealth (UNH) stake by 50% in Q2 2026, selling an estimated $1.85K and leaving 5 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Minot DeBlois Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.6K in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Minot DeBlois Advisors held 5 shares of UnitedHealth worth $2.08K as of Q2 2026.
Minot DeBlois Advisors sold 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
UnitedHealth made up ﹤0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #195 holding.
Minot DeBlois Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's UnitedHealth position peaked at $50.6K in Q4 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.