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My Personal CFO LLC’s UnitedHealth UNH Stock Holding History

My Personal CFO LLC’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 		$508K Sell
1,223
-531
-30% -$197K 0.2% 60
2026
Q1 		$475K Hold
1,754
– – 0.21% 61
2025
Q4 		$579K Sell
1,754
-76
-4% -$25.8K 0.24% 58
2025
Q3 		$632K Buy
1,830
+76
+4% +$23K 0.24% 54
2025
Q2 		$547K Sell
1,754
-47
-3% -$18K 0.25% 58
2025
Q1 		$943K Sell
1,801
-21
-1% -$10.7K 0.48% 39
2024
Q4 		$922K Hold
1,822
– – 0.47% 41
2024
Q3 		$1.07M Sell
1,822
-60
-3% -$33.9K 0.58% 39
2024
Q2 		$958K Sell
1,882
-19
-1% -$9.31K 0.51% 41
2024
Q1 		$940K Sell
1,901
-64
-3% -$32.5K 0.54% 42
2023
Q4 		$1.03M Buy
1,965
+34
+2% +$18.1K 0.67% 38
2023
Q3 		$974K Sell
1,931
-4
-0.2% -$1.97K 0.79% 35
2023
Q2 		$930K Sell
1,935
-7
-0.4% -$3.42K 0.73% 37
2023
Q1 		$918K Buy
1,942
+1,941
+194,100% +$937K 0.78% 34
2022
Q4 		$1.03M Buy
+1
New +$530 0.95% 26
2022
Q3 		– Sell
-1,946
Closed -$1M – 64
2022
Q2 		$1M Buy
1,946
+31
+2% +$15.6K 1.28% 23
2022
Q1 		$977K Sell
1,915
-32
-2% -$15.4K 1.01% 24
2021
Q4 		$978K Buy
+1,947
New +$881K 0.85% 29

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

My Personal CFO LLC's UNH Position: Q2 2026 in Review

My Personal CFO LLC reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $197K and leaving 1,223 shares worth $508K. The position accounts for 0.2% of the portfolio, ranked #60.

My Personal CFO LLC first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • My Personal CFO LLC held 1,223 shares of UnitedHealth worth $508K as of Q2 2026.
  • My Personal CFO LLC sold 531 UnitedHealth shares in Q2 2026, an estimated $197K.
  • UnitedHealth made up 0.2% of My Personal CFO LLC's portfolio in Q2 2026, its #60 holding.
  • My Personal CFO LLC first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's UnitedHealth position peaked at $1.07M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.