Monetary Solutions’s UnitedHealth UNH Stock Holding History

Monetary Solutions’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	$166K	Hold	399	–	–	0.14%	68
2026 Q1	$108K	Buy	399 +230	+136%	+$68.5K	0.1%	79
2025 Q4	$55.8K	Buy	+169	New	+$57.3K	0.06%	111

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Monetary Solutions's UNH Position: Q2 2026 in Review

Monetary Solutions held its UnitedHealth (UNH) position steady in Q2 2026 at 399 shares worth $166K. The position accounts for 0.14% of the portfolio, ranked #68.

Monetary Solutions first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 2,778 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Monetary Solutions held 399 shares of UnitedHealth worth $166K as of Q2 2026.
Monetary Solutions left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.14% of Monetary Solutions's portfolio in Q2 2026, its #68 holding.
Monetary Solutions first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
2,778 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.