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Operose Advisors’s UnitedHealth UNH Stock Holding History

Operose 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 		$106K Sell
256
-539
-68% -$200K 0.02% 234
2026
Q1 		$215K Buy
795
+303
+62% +$90.2K 0.05% 146
2025
Q4 		$162K Sell
492
-415
-46% -$141K 0.04% 170
2025
Q3 		$313K Sell
907
-1,440
-61% -$436K 0.08% 109
2025
Q2 		$732K Buy
2,347
+798
+52% +$305K 0.21% 60
2025
Q1 		$811K Sell
1,549
-24
-2% -$12.3K 0.27% 56
2024
Q4 		$796K Buy
1,573
+447
+40% +$254K 0.27% 54
2024
Q3 		$658K Buy
1,126
+75
+7% +$42.4K 0.21% 69
2024
Q2 		$535K Sell
1,051
-15
-1% -$7.35K 0.19% 75
2024
Q1 		$527K Buy
1,066
+765
+254% +$389K 0.18% 80
2023
Q4 		$158K Sell
301
-320
-52% -$171K 0.06% 127
2023
Q3 		$313K Buy
621
+497
+401% +$245K 0.12% 84
2023
Q2 		$59.6K Hold
124
– – 0.03% 154
2023
Q1 		$58.6K Hold
124
– – 0.03% 147
2022
Q4 		$65.7K Hold
124
– – 0.04% 138
2022
Q3 		$63K Hold
124
– – 0.04% 135
2022
Q2 		$64K Hold
124
– – 0.05% 125
2022
Q1 		$63K Buy
124
+60
+94% +$28.9K 0.04% 135
2021
Q4 		$32K Buy
+64
New +$29K 0.03% 164

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 $3.38T AUM 44.17% 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

Operose Advisors's UNH Position: Q2 2026 in Review

Operose Advisors reduced its UnitedHealth (UNH) stake by 68% in Q2 2026, selling an estimated $200K and leaving 256 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #234.

Operose Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $811K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Operose Advisors held 256 shares of UnitedHealth worth $106K as of Q2 2026.
  • Operose Advisors sold 539 UnitedHealth shares in Q2 2026, an estimated $200K.
  • UnitedHealth made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #234 holding.
  • Operose Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's UnitedHealth position peaked at $811K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.