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Philadelphia Investment Partners’s UnitedHealth UNH Stock Holding History

Philadelphia Investment Partners’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 		$12.5K Hold
30
– – 0.01% 133
2026
Q1 		$8.12K Buy
+30
New +$8.93K 0.01% 138

Other funds holding UNH

BlackRock
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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

Philadelphia Investment Partners's UNH Position: Q2 2026 in Review

Philadelphia Investment Partners held its UnitedHealth (UNH) position steady in Q2 2026 at 30 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #133.

Philadelphia Investment Partners first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Philadelphia Investment Partners held 30 shares of UnitedHealth worth $12.5K as of Q2 2026.
  • Philadelphia Investment Partners left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Philadelphia Investment Partners's portfolio in Q2 2026, its #133 holding.
  • Philadelphia Investment Partners first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Philadelphia Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.