MA
UNH icon

MONECO Advisors’s UnitedHealth UNH Stock Holding History

MONECO 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 		$2.56M Buy
6,149
+2,402
+64% +$890K 0.16% 137
2026
Q1 		$1.01M Buy
3,747
+69
+2% +$20.5K 0.08% 209
2025
Q4 		$1.21M Sell
3,678
-452
-11% -$153K 0.1% 186
2025
Q3 		$1.43M Buy
4,130
+110
+3% +$33.3K 0.12% 162
2025
Q2 		$1.25M Sell
4,020
-283
-7% -$108K 0.12% 171
2025
Q1 		$2.25M Sell
4,303
-152
-3% -$77.7K 0.23% 95
2024
Q4 		$2.25M Sell
4,455
-3,921
-47% -$2.23M 0.24% 98
2024
Q3 		$4.9M Buy
8,376
+40
+0.5% +$22.6K 0.61% 36
2024
Q2 		$4.25M Sell
8,336
-290
-3% -$142K 0.62% 35
2024
Q1 		$4.27M Sell
8,626
-72
-0.8% -$36.6K 0.68% 30
2023
Q4 		$4.58M Buy
8,698
+4,879
+128% +$2.6M 0.87% 23
2023
Q3 		$1.93M Sell
3,819
-19
-0.5% -$9.35K 0.52% 40
2023
Q2 		$1.84M Buy
3,838
+18
+0.5% +$8.8K 0.5% 43
2023
Q1 		$1.81M Buy
3,820
+2,531
+196% +$1.22M 0.53% 42
2022
Q4 		$683K Buy
1,289
+79
+7% +$41.8K 0.25% 99
2022
Q3 		$611K Buy
1,210
+8
+0.7% +$4.21K 0.24% 98
2022
Q2 		$617K Sell
1,202
-85
-7% -$42.7K 0.24% 100
2022
Q1 		$656K Sell
1,287
-114
-8% -$55K 0.24% 97
2021
Q4 		$685K Buy
1,401
+162
+13% +$73.3K 0.26% 94
2021
Q3 		$484K Buy
1,239
+150
+14% +$62.1K 0.19% 119
2021
Q2 		$436K Buy
1,089
+2
+0.2% +$797 0.2% 116
2021
Q1 		$405K Buy
1,087
+95
+10% +$32.9K 0.2% 118
2020
Q4 		$352K Sell
992
-10
-1% -$3.35K 0.19% 117
2020
Q3 		$312K Buy
1,002
+213
+27% +$65.4K 0.2% 108
2020
Q2 		$233K Buy
+789
New +$226K 0.18% 117
2020
Q1 		– Sell
-782
Closed -$233K – 159
2019
Q4 		$233K Buy
+782
New +$205K 0.17% 130
2019
Q3 		– Sell
-929
Closed -$227K – 144
2019
Q2 		$227K Sell
929
-178
-16% -$42.8K 0.18% 114
2019
Q1 		$274K Buy
+1,107
New +$282K 0.22% 99

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

MONECO Advisors's UNH Position: Q2 2026 in Review

MONECO Advisors increased its UnitedHealth (UNH) stake by 64% in Q2 2026, buying an estimated $890K and bringing the position to 6,149 shares worth $2.56M. The position accounts for 0.16% of the portfolio, ranked #137.

MONECO Advisors first reported a position in UNH in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.9M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MONECO Advisors held 6,149 shares of UnitedHealth worth $2.56M as of Q2 2026.
  • MONECO Advisors bought 2,402 UnitedHealth shares in Q2 2026, an estimated $890K.
  • UnitedHealth made up 0.16% of MONECO Advisors's portfolio in Q2 2026, its #137 holding.
  • MONECO Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 28 quarters since.
  • MONECO Advisors's UnitedHealth position peaked at $4.9M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.