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Money Concepts Capital’s UnitedHealth UNH Stock Holding History

Money Concepts Capital’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 		$4.95M Buy
11,916
+72
+0.6% +$26.7K 0.23% 96
2026
Q1 		$3.2M Sell
11,844
-31
-0.3% -$9.23K 0.18% 130
2025
Q4 		$3.92M Sell
11,875
-505
-4% -$171K 0.22% 99
2025
Q3 		$4.27M Buy
12,380
+4,600
+59% +$1.39M 0.26% 79
2025
Q2 		$2.43M Buy
7,780
+2,580
+50% +$986K 0.16% 130
2025
Q1 		$2.72M Buy
5,200
+1,400
+37% +$716K 0.2% 116
2024
Q4 		$1.92M Buy
3,800
+54
+1% +$30.7K 0.14% 150
2024
Q3 		$2.19M Buy
3,746
+235
+7% +$133K 0.17% 133
2024
Q2 		$1.79M Buy
3,511
+165
+5% +$80.9K 0.15% 149
2024
Q1 		$1.66M Buy
3,346
+64
+2% +$32.5K 0.15% 169
2023
Q4 		$1.73M Sell
3,282
-239
-7% -$127K 0.16% 150
2023
Q3 		$1.78M Sell
3,521
-168
-5% -$82.7K 0.19% 139
2023
Q2 		$1.78M Sell
3,689
-4,833
-57% -$2.36M 0.18% 137
2023
Q1 		$4.11M Sell
8,522
-2,790
-25% -$1.35M 0.23% 87
2022
Q4 		$6M Buy
11,312
+2,789
+33% +$1.48M 0.27% 74
2022
Q3 		$4.3M Buy
8,523
+4,471
+110% +$2.35M 0.25% 76
2022
Q2 		$2.1M Sell
4,052
-1,780
-31% -$894K 0.19% 127
2022
Q1 		$2.97M Buy
5,832
+1,664
+40% +$803K 0.17% 136
2021
Q4 		$2.09M Buy
+4,168
New +$1.89M 0.18% 133
2021
Q1 		$1.46M Buy
3,916
+190
+5% +$65.8K 0.12% 179
2020
Q4 		$1.31M Buy
+3,726
New +$1.25M 0.12% 161

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

Money Concepts Capital's UNH Position: Q2 2026 in Review

Money Concepts Capital increased its UnitedHealth (UNH) stake by 0.61% in Q2 2026, buying an estimated $26.7K and bringing the position to 11,916 shares worth $4.95M. The position accounts for 0.23% of the portfolio, ranked #96.

Money Concepts Capital first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $6M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Money Concepts Capital held 11,916 shares of UnitedHealth worth $4.95M as of Q2 2026.
  • Money Concepts Capital bought 72 UnitedHealth shares in Q2 2026, an estimated $26.7K.
  • UnitedHealth made up 0.23% of Money Concepts Capital's portfolio in Q2 2026, its #96 holding.
  • Money Concepts Capital first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's UnitedHealth position peaked at $6M in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.