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Thompson David Blair’s UnitedHealth UNH Stock Holding History

Thompson David Blair’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 		$1.82M Sell
4,388
-240
-5% -$89K 0.91% 25
2026
Q1 		$1.25M Sell
4,628
-971
-17% -$289K 0.72% 44
2025
Q4 		$1.85M Buy
+5,599
New +$1.9M 1.05% 24

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thompson David Blair's UNH Position: Q2 2026 in Review

Thompson David Blair reduced its UnitedHealth (UNH) stake by 5.2% in Q2 2026, selling an estimated $89K and leaving 4,388 shares worth $1.82M. The position accounts for 0.91% of the portfolio, ranked #25.

Thompson David Blair first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.85M in Q4 2025. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Thompson David Blair held 4,388 shares of UnitedHealth worth $1.82M as of Q2 2026.
  • Thompson David Blair sold 240 UnitedHealth shares in Q2 2026, an estimated $89K.
  • UnitedHealth made up 0.91% of Thompson David Blair's portfolio in Q2 2026, its #25 holding.
  • Thompson David Blair first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Thompson David Blair's UnitedHealth position peaked at $1.85M in Q4 2025.
  • 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.