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Phoenix Financial’s UnitedHealth UNH Stock Holding History

Phoenix Financial’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 		$6.23K Buy
+15,000
New +$5.56M ﹤0.01% 521
2023
Q4 		– Sell
-2,500
Closed -$1.26M – 388
2023
Q3 		$1.26M Buy
+2,500
New +$1.23M 0.02% 217

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

Phoenix Financial's UNH Position: Q2 2026 in Review

Phoenix Financial increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $5.92M and bringing the position to 63,190 shares worth $26.3M. The position accounts for 0.18% of the portfolio, ranked #75.

Phoenix Financial first reported a position in UNH in Q2 2020 and has held it in 20 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Phoenix Financial held 63,190 shares of UnitedHealth worth $26.3M as of Q2 2026.
  • Phoenix Financial bought 15,982 UnitedHealth shares in Q2 2026, an estimated $5.92M.
  • UnitedHealth made up 0.18% of Phoenix Financial's portfolio in Q2 2026, its #75 holding.
  • Phoenix Financial first reported a position in UnitedHealth in Q2 2020 and has held it in 20 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.