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Old Port Advisors’s UnitedHealth UNH Stock Holding History

Old Port 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 		$207K Buy
+497
New +$184K 0.04% 256
2025
Q4 		– Sell
-632
Closed -$218K – 248
2025
Q3 		$218K Sell
632
-24
-4% -$7.26K 0.05% 225
2025
Q2 		$205K Sell
656
-62
-9% -$23.7K 0.06% 230
2025
Q1 		$376K Sell
718
-264
-27% -$135K 0.11% 161
2024
Q4 		$497K Buy
982
+6
+0.6% +$3.41K 0.14% 139
2024
Q3 		$571K Buy
976
+33
+3% +$18.7K 0.16% 136
2024
Q2 		$480K Buy
943
+41
+5% +$20.1K 0.14% 143
2024
Q1 		$446K Sell
902
-19
-2% -$9.66K 0.14% 149
2023
Q4 		$485K Buy
921
+33
+4% +$17.6K 0.16% 142
2023
Q3 		$448K Buy
+888
New +$437K 0.16% 146
2023
Q1 		$467K Sell
897
-29
-3% -$14K 0.17% 145
2022
Q4 		$491K Sell
926
-24
-3% -$12.7K 0.18% 137
2022
Q3 		$501K Sell
950
-34
-3% -$17.9K 0.2% 141
2022
Q2 		$497K Sell
984
-76
-7% -$38.2K 0.19% 144
2022
Q1 		$544K Sell
1,060
-43
-4% -$20.7K 0.19% 144
2021
Q4 		$518K Sell
1,103
-25
-2% -$11.3K 0.18% 142
2021
Q3 		$445K Sell
1,128
-8
-0.7% -$3.31K 0.16% 149
2021
Q2 		$471K Sell
1,136
-10
-0.9% -$3.99K 0.17% 143
2021
Q1 		$426K Sell
1,146
-32
-3% -$11.1K 0.17% 129
2020
Q4 		$412K Sell
1,178
-22
-2% -$7.37K 0.18% 123
2020
Q3 		$374K Buy
1,200
+112
+10% +$34.4K 0.18% 118
2020
Q2 		$321K Sell
1,088
-40
-4% -$11.5K 0.17% 125
2020
Q1 		$281K Sell
1,128
-190
-14% -$52.3K 0.17% 123
2019
Q4 		$384K Hold
1,318
– – 0.19% 118
2019
Q3 		$290K Sell
1,318
-139
-10% -$33.5K 0.15% 134
2019
Q2 		$357K Sell
1,457
-83
-5% -$20K 0.18% 120
2019
Q1 		$381K Hold
1,540
– – 0.2% 123
2018
Q4 		$409K Buy
+1,540
New +$407K 0.23% 116
2018
Q2 		$363K Buy
+1,479
New +$355K 0.2% 122

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

Old Port Advisors's UNH Position: Q2 2026 in Review

Old Port Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 497 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #256 among its holdings. This is a return to the name: Old Port Advisors previously reported a position in UNH as recently as Q3 2025.

Old Port Advisors first reported a position in UNH in Q2 2018 and has held it in 29 quarters since. The position peaked at $571K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Old Port Advisors held 497 shares of UnitedHealth worth $207K as of Q2 2026.
  • UnitedHealth was a new Old Port Advisors position in Q2 2026.
  • UnitedHealth made up 0.04% of Old Port Advisors's portfolio in Q2 2026, its #256 holding.
  • Old Port Advisors first reported a position in UnitedHealth in Q2 2018 and has held it in 29 quarters since.
  • Old Port Advisors's UnitedHealth position peaked at $571K in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.