MA
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Modus Advisors’s UnitedHealth UNH Stock Holding History

Modus 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 		$4.08M Sell
9,824
-40
-0.4% -$14.8K 1.01% 40
2026
Q1 		$2.67M Buy
9,864
+2,744
+39% +$817K 0.73% 53
2025
Q4 		$2.35M Buy
7,120
+3,396
+91% +$1.15M 0.62% 53
2025
Q3 		$1.29M Buy
3,724
+463
+14% +$140K 0.35% 68
2025
Q2 		$1.02M Buy
3,261
+572
+21% +$219K 0.3% 68
2025
Q1 		$1.41M Buy
2,689
+699
+35% +$357K 0.46% 61
2024
Q4 		$1.01M Sell
1,990
-16
-0.8% -$9.09K 0.32% 66
2024
Q3 		$1.17M Sell
2,006
-358
-15% -$202K 0.39% 63
2024
Q2 		$1.2M Buy
2,364
+1,100
+87% +$539K 0.43% 61
2024
Q1 		$625K Buy
1,264
+41
+3% +$20.8K 0.23% 72
2023
Q4 		$644K Sell
1,223
-115
-9% -$61.3K 0.26% 63
2023
Q3 		$675K Sell
1,338
-19
-1% -$9.35K 0.29% 62
2023
Q2 		$652K Buy
1,357
+187
+16% +$91.4K 0.28% 63
2023
Q1 		$553K Buy
1,170
+32
+3% +$15.4K 0.25% 64
2022
Q4 		$603K Sell
1,138
-286
-20% -$151K 0.29% 63
2022
Q3 		$719K Hold
1,424
– – 0.38% 58
2022
Q2 		$731K Buy
+1,424
New +$715K 0.37% 60
2021
Q3 		– Sell
-80
Closed -$32K – 236
2021
Q2 		$32K Buy
+80
New +$31.9K 0.01% 175
2020
Q3 		– Sell
-210
Closed -$62K – 202
2020
Q2 		$62K Buy
+210
New +$60.2K 0.04% 109

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

Modus Advisors's UNH Position: Q2 2026 in Review

Modus Advisors reduced its UnitedHealth (UNH) stake by 0.41% in Q2 2026, selling an estimated $14.8K and leaving 9,824 shares worth $4.08M. The position accounts for 1.01% of the portfolio, ranked #40.

Modus Advisors first reported a position in UNH in Q2 2020 and has held it in 19 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Modus Advisors held 9,824 shares of UnitedHealth worth $4.08M as of Q2 2026.
  • Modus Advisors sold 40 UnitedHealth shares in Q2 2026, an estimated $14.8K.
  • UnitedHealth made up 1.01% of Modus Advisors's portfolio in Q2 2026, its #40 holding.
  • Modus Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 19 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.