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MSH Capital Advisors’s UnitedHealth UNH Stock Holding History

MSH Capital 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 		$1.66M Buy
3,997
+247
+7% +$91.5K 0.29% 89
2026
Q1 		$1.01M Buy
3,750
+224
+6% +$66.7K 0.21% 109
2025
Q4 		$1.16M Buy
3,526
+163
+5% +$55.2K 0.25% 101
2025
Q3 		$1.16M Buy
3,363
+131
+4% +$39.6K 0.31% 85
2025
Q2 		$1.01M Buy
3,232
+2,307
+249% +$882K 0.29% 96
2025
Q1 		$484K Sell
925
-17
-2% -$8.69K 0.15% 154
2024
Q4 		$476K Sell
942
-67
-7% -$38.1K 0.15% 157
2024
Q3 		$590K Sell
1,009
-26
-3% -$14.7K 0.18% 130
2024
Q2 		$527K Sell
1,035
-155
-13% -$76K 0.18% 126
2024
Q1 		$589K Hold
1,190
– – 0.21% 113
2023
Q4 		$626K Sell
1,190
-145
-11% -$77.3K 0.23% 106
2023
Q3 		$673K Sell
1,335
-67
-5% -$33K 0.26% 104
2023
Q2 		$674K Buy
1,402
+262
+23% +$128K 0.25% 106
2023
Q1 		$539K Buy
1,140
+1
+0.1% +$483 0.23% 108
2022
Q4 		$604K Buy
1,139
+35
+3% +$18.5K 0.27% 103
2022
Q3 		$557K Buy
1,104
+2
+0.2% +$1.05K 0.27% 95
2022
Q2 		$566K Sell
1,102
-225
-17% -$113K 0.26% 99
2022
Q1 		$677K Buy
1,327
+506
+62% +$244K 0.28% 95
2021
Q4 		$412K Buy
+821
New +$372K 0.18% 118

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

MSH Capital Advisors's UNH Position: Q2 2026 in Review

MSH Capital Advisors increased its UnitedHealth (UNH) stake by 6.6% in Q2 2026, buying an estimated $91.5K and bringing the position to 3,997 shares worth $1.66M. The position accounts for 0.29% of the portfolio, ranked #89.

MSH Capital Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MSH Capital Advisors held 3,997 shares of UnitedHealth worth $1.66M as of Q2 2026.
  • MSH Capital Advisors bought 247 UnitedHealth shares in Q2 2026, an estimated $91.5K.
  • UnitedHealth made up 0.29% of MSH Capital Advisors's portfolio in Q2 2026, its #89 holding.
  • MSH Capital Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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