O'Donnell Financial Services’s UnitedHealth UNH Stock Holding History

O'Donnell Financial Services’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	$515K	Buy	1,239 +15	+1%	+$5.56K	0.15%	44
2026 Q1	$331K	Hold	1,224	–	–	0.11%	47
2025 Q4	$404K	Sell	1,224 -117	-9%	-$39.6K	0.14%	42
2025 Q3	$463K	Buy	1,341 +25	+2%	+$7.56K	0.16%	42
2025 Q2	$411K	Sell	1,316 -12	-0.9%	-$4.59K	0.16%	38
2025 Q1	$696K	Buy	1,328 +12	+0.9%	+$6.13K	0.29%	32
2024 Q4	$743K	Sell	1,316 -120	-8%	-$68.2K	0.31%	26
2024 Q3	$840K	Hold	1,436	–	–	0.34%	27
2024 Q2	$731K	Hold	1,436	–	–	0.32%	24
2024 Q1	$710K	Hold	1,436	–	–	0.33%	24
2023 Q4	$756K	Hold	1,436	–	–	0.38%	22
2023 Q3	$724K	Hold	1,436	–	–	0.4%	15
2023 Q2	$690K	Sell	1,436 -194	-12%	-$94.9K	0.42%	10
2023 Q1	$770K	Buy	1,630 +44	+3%	+$21.2K	1.37%	6
2022 Q4	$841K	Hold	1,586	–	–	7.72%	3
2022 Q3	$801K	Sell	1,586 -60	-4%	-$31.6K	2.79%	5
2022 Q2	$846K	Sell	1,646 -107	-6%	-$53.7K	0.69%	13
2022 Q1	$894K	Hold	1,753	–	–	0.41%	17
2021 Q4	$817K	Hold	1,753	–	–	0.38%	19
2021 Q3	$685K	Buy	+1,753	New	+$726K	0.33%	28

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

O'Donnell Financial Services's UNH Position: Q2 2026 in Review

O'Donnell Financial Services increased its UnitedHealth (UNH) stake by 1.2% in Q2 2026, buying an estimated $5.56K and bringing the position to 1,239 shares worth $515K. The position accounts for 0.15% of the portfolio, ranked #44.

O'Donnell Financial Services first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. The position peaked at $894K in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

O'Donnell Financial Services held 1,239 shares of UnitedHealth worth $515K as of Q2 2026.
O'Donnell Financial Services bought 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
UnitedHealth made up 0.15% of O'Donnell Financial Services's portfolio in Q2 2026, its #44 holding.
O'Donnell Financial Services first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
O'Donnell Financial Services's UnitedHealth position peaked at $894K in Q1 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.