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Mirabella Financial Services’s UnitedHealth UNH Stock Holding History

Mirabella Financial Services’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
2023
Q2 		– Sell
-15,500
Closed -$7.33M – 668
2023
Q1 		$7.33M Buy
+15,500
New +$7.48M 1.11% 19
2021
Q3 		– Sell
-25,000
Closed -$10M – 549
2021
Q2 		$10M Buy
+25,000
New +$9.97M 1.79% 7
2021
Q1 		– Sell
-100
Closed -$1.32M – 419
2020
Q4 		$1.32M Buy
+100
New +$33.5K 0.16% 122

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 $3.37T AUM 44.26% 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

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

Mirabella Financial Services sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,365 shares — an estimated $369K sold.

Mirabella Financial Services first reported a position in UNH in Q3 2020 and held it in 13 quarters. The position peaked at $57.8M in Q1 2025. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mirabella Financial Services reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 1,365 UnitedHealth shares in Q2 2026, an estimated $369K.
  • Mirabella Financial Services first reported a position in UnitedHealth in Q3 2020 and held it in 13 quarters.
  • Mirabella Financial Services's UnitedHealth position peaked at $57.8M in Q1 2025.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.