Mount Yale Investment Advisors’s UnitedHealth UNH Stock Holding History

Mount Yale Investment 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
2021 Q4	–	Sell	-1,200	Closed	-$469K	–	495
2021 Q3	$469K	Buy	+1,200	New	+$497K	0.05%	297
2019 Q2	–	Sell	-3,500	Closed	-$15K	–	344
2019 Q1	$15K	Buy	+3,500	New	+$893K	﹤0.01%	301
2018 Q2	–	Sell	-5,000	Closed	-$10K	–	1009
2018 Q1	$10K	Buy	+5,000	New	+$1.14M	﹤0.01%	847

Other funds holding UNH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mount Yale Investment Advisors's UNH Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its UnitedHealth (UNH) stake by 87% in Q2 2026, buying an estimated $5.42M and bringing the position to 31,341 shares worth $13M. The position accounts for 0.24% of the portfolio, ranked #91.

Mount Yale Investment Advisors first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mount Yale Investment Advisors held 31,341 shares of UnitedHealth worth $13M as of Q2 2026.
Mount Yale Investment Advisors bought 14,610 UnitedHealth shares in Q2 2026, an estimated $5.42M.
UnitedHealth made up 0.24% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #91 holding.
Mount Yale Investment Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.