Nalls Sherbakoff Group’s UnitedHealth UNH Stock Holding History

Nalls Sherbakoff Group’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	$2.91K	Hold	7	–	–	﹤0.01%	327
2026 Q1	$1.89K	Sell	7 -75	-91%	-$22.3K	﹤0.01%	371
2025 Q4	$27.1K	Sell	82 -13	-14%	-$4.41K	0.02%	255
2025 Q3	$32.8K	Sell	95 -35	-27%	-$10.6K	0.02%	244
2025 Q2	$40.6K	Sell	130 -4	-3%	-$1.53K	0.03%	223
2025 Q1	$70.2K	Buy	+134	New	+$68.5K	0.06%	159
2023 Q4	$68.4K	Hold	130	–	–	0.06%	144
2023 Q3	$65.5K	Hold	130	–	–	0.06%	138
2023 Q2	$63.3K	Hold	130	–	–	0.06%	145
2023 Q1	$61.1K	Buy	+130	New	+$62.7K	0.06%	147
2018 Q4	$19K	Buy	+75	New	+$19.8K	0.03%	213

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 $3.38T AUM 44.17% 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

Nalls Sherbakoff Group's UNH Position: Q2 2026 in Review

Nalls Sherbakoff Group held its UnitedHealth (UNH) position steady in Q2 2026 at 7 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Nalls Sherbakoff Group first reported a position in UNH in Q4 2018 and has held it in 11 quarters since. The position peaked at $70.2K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Nalls Sherbakoff Group held 7 shares of UnitedHealth worth $2.91K as of Q2 2026.
Nalls Sherbakoff Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #327 holding.
Nalls Sherbakoff Group first reported a position in UnitedHealth in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's UnitedHealth position peaked at $70.2K in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.