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Portfolio Design Labs’s UnitedHealth UNH Stock Holding History

Portfolio Design Labs’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 		$5.9M Buy
14,201
+7,164
+102% +$2.66M 0.97% 25
2026
Q1 		$1.9M Sell
7,037
-537
-7% -$160K 0.34% 57
2025
Q4 		$2.5M Sell
7,574
-43
-0.6% -$14.6K 0.41% 51
2025
Q3 		$2.63M Buy
7,617
+4,076
+115% +$1.23M 0.45% 44
2025
Q2 		$1.1M Sell
3,541
-5,478
-61% -$2.09M 0.22% 79
2025
Q1 		$4.72M Buy
9,019
+90
+1% +$46K 0.97% 21
2024
Q4 		$4.52M Buy
8,929
+1,557
+21% +$885K 0.93% 24
2024
Q3 		$4.31M Sell
7,372
-1,554
-17% -$879K 1.2% 16
2024
Q2 		$4.55M Buy
8,926
+437
+5% +$214K 1.4% 16
2024
Q1 		$4.2M Buy
8,489
+87
+1% +$44.2K 1.41% 15
2023
Q4 		$4.42M Buy
+8,402
New +$4.48M 1.68% 19

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

Portfolio Design Labs's UNH Position: Q2 2026 in Review

Portfolio Design Labs increased its UnitedHealth (UNH) stake by 102% in Q2 2026, buying an estimated $2.66M and bringing the position to 14,201 shares worth $5.9M. The position accounts for 0.97% of the portfolio, ranked #25.

Portfolio Design Labs first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Portfolio Design Labs held 14,201 shares of UnitedHealth worth $5.9M as of Q2 2026.
  • Portfolio Design Labs bought 7,164 UnitedHealth shares in Q2 2026, an estimated $2.66M.
  • UnitedHealth made up 0.97% of Portfolio Design Labs's portfolio in Q2 2026, its #25 holding.
  • Portfolio Design Labs first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.