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Phillips Financial Management’s UnitedHealth UNH Stock Holding History

Phillips Financial Management’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 		$215K Buy
+518
New +$192K 0.02% 198
2025
Q2 		– Sell
-558
Closed -$292K – 288
2025
Q1 		$292K Buy
558
+19
+4% +$9.71K 0.02% 160
2024
Q4 		$273K Buy
539
+53
+11% +$30.1K 0.02% 154
2024
Q3 		$284K Buy
486
+10
+2% +$5.66K 0.02% 157
2024
Q2 		$242K Buy
476
+66
+16% +$32.3K 0.02% 165
2024
Q1 		$203K Buy
+410
New +$208K 0.02% 179

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

Phillips Financial Management's UNH Position: Q2 2026 in Review

Phillips Financial Management opened a new position in UnitedHealth (UNH) in Q2 2026: 518 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: Phillips Financial Management previously reported a position in UNH as recently as Q1 2025.

Phillips Financial Management first reported a position in UNH in Q1 2024 and has held it in 6 quarters since. The position peaked at $292K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Phillips Financial Management held 518 shares of UnitedHealth worth $215K as of Q2 2026.
  • UnitedHealth was a new Phillips Financial Management position in Q2 2026.
  • UnitedHealth made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #198 holding.
  • Phillips Financial Management first reported a position in UnitedHealth in Q1 2024 and has held it in 6 quarters since.
  • Phillips Financial Management's UnitedHealth position peaked at $292K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.