Mustard Seed Financial’s UnitedHealth UNH Stock Holding History

Mustard Seed Financial’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	$302K	Sell	726 -244	-25%	-$90.4K	0.16%	78
2026 Q1	$262K	Buy	+970	New	+$289K	0.16%	77
2025 Q4	–	Sell	-675	Closed	-$233K	–	93
2025 Q3	$233K	Hold	675	–	–	0.15%	83
2025 Q2	$211K	Hold	675	–	–	0.15%	82
2025 Q1	$354K	Hold	675	–	–	0.28%	59
2024 Q4	$341K	Sell	675 -190	-22%	-$108K	0.28%	61
2024 Q3	$506K	Hold	865	–	–	0.42%	50
2024 Q2	$441K	Hold	865	–	–	0.42%	52
2024 Q1	$428K	Hold	865	–	–	0.43%	52
2023 Q4	$455K	Buy	+865	New	+$461K	0.51%	45

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

Mustard Seed Financial's UNH Position: Q2 2026 in Review

Mustard Seed Financial reduced its UnitedHealth (UNH) stake by 25% in Q2 2026, selling an estimated $90.4K and leaving 726 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #78.

Mustard Seed Financial first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $506K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mustard Seed Financial held 726 shares of UnitedHealth worth $302K as of Q2 2026.
Mustard Seed Financial sold 244 UnitedHealth shares in Q2 2026, an estimated $90.4K.
UnitedHealth made up 0.16% of Mustard Seed Financial's portfolio in Q2 2026, its #78 holding.
Mustard Seed Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Mustard Seed Financial's UnitedHealth position peaked at $506K in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.