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Platform Technology Partners’s UnitedHealth UNH Stock Holding History

Platform Technology 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 		$3M Buy
7,226
+333
+5% +$123K 0.49% 49
2026
Q1 		$1.87M Buy
6,893
+1,551
+29% +$462K 0.36% 66
2025
Q4 		$1.76M Buy
5,342
+205
+4% +$69.5K 0.38% 65
2025
Q3 		$1.77M Buy
5,137
+482
+10% +$146K 0.43% 61
2025
Q2 		$1.45M Buy
4,655
+560
+14% +$214K 0.38% 70
2025
Q1 		$2.15M Buy
4,095
+120
+3% +$61.3K 0.62% 41
2024
Q4 		$2.01M Sell
3,975
-112
-3% -$63.6K 0.61% 40
2024
Q3 		$2.39M Sell
4,087
-9
-0.2% -$5.09K 0.75% 38
2024
Q2 		$2.09M Buy
+4,096
New +$2.01M 0.72% 36
2023
Q4 		$2.04M Sell
3,947
-1,256
-24% -$670K 0.79% 35
2023
Q3 		$1.89M Buy
5,203
+1,053
+25% +$518K 0.88% 29
2023
Q2 		$1.92M Buy
4,150
+899
+28% +$440K 0.9% 24
2023
Q1 		$1.54M Buy
3,251
+21
+0.7% +$10.1K 0.76% 36
2022
Q4 		$1.71M Buy
3,230
+27
+0.8% +$14.3K 0.88% 30
2022
Q3 		$1.62M Sell
3,203
-8
-0.2% -$4.21K 0.92% 28
2022
Q2 		$1.65M Buy
3,211
+24
+0.8% +$12.1K 0.9% 29
2022
Q1 		$1.63M Buy
3,187
+99
+3% +$47.7K 0.78% 34
2021
Q4 		$1.55M Buy
3,088
+48
+2% +$21.7K 0.68% 35
2021
Q3 		$1.19M Buy
3,040
+29
+1% +$12K 0.54% 47
2021
Q2 		$1.21M Buy
+3,011
New +$1.2M 0.5% 55
2020
Q4 		$1.02M Buy
2,923
+269
+10% +$90.2K 0.5% 53
2020
Q3 		$827K Buy
2,654
+161
+6% +$49.5K 0.51% 51
2020
Q2 		$735K Sell
2,493
-73
-3% -$20.9K 0.52% 50
2020
Q1 		$640K Buy
2,566
+771
+43% +$212K 0.58% 42
2019
Q4 		$528K Buy
+1,795
New +$470K 0.4% 71

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

Platform Technology Partners's UNH Position: Q2 2026 in Review

Platform Technology Partners increased its UnitedHealth (UNH) stake by 4.8% in Q2 2026, buying an estimated $123K and bringing the position to 7,226 shares worth $3M. The position accounts for 0.49% of the portfolio, ranked #49.

Platform Technology Partners first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Platform Technology Partners held 7,226 shares of UnitedHealth worth $3M as of Q2 2026.
  • Platform Technology Partners bought 333 UnitedHealth shares in Q2 2026, an estimated $123K.
  • UnitedHealth made up 0.49% of Platform Technology Partners's portfolio in Q2 2026, its #49 holding.
  • Platform Technology Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.