Powers Advisory Group’s UnitedHealth UNH Stock Holding History

Powers Advisory Group’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	$205K	Buy	+494	New	+$183K	0.06%	128
2026 Q1	–	Sell	-658	Closed	-$217K	–	129
2025 Q4	$217K	Buy	+658	New	+$223K	0.08%	118
2025 Q2	–	Sell	-461	Closed	-$242K	–	116
2025 Q1	$242K	Buy	461 +41	+10%	+$21K	0.12%	100
2024 Q4	$212K	Buy	420 +2	+0.5%	+$1.14K	0.11%	100
2024 Q3	$244K	Buy	418 +19	+5%	+$10.7K	0.12%	90
2024 Q2	$203K	Buy	+399	New	+$196K	0.11%	96

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Powers Advisory Group's UNH Position: Q2 2026 in Review

Powers Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 494 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings. This is a return to the name: Powers Advisory Group previously reported a position in UNH as recently as Q4 2025.

Powers Advisory Group first reported a position in UNH in Q2 2024 and has held it in 6 quarters since. The position peaked at $244K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Powers Advisory Group held 494 shares of UnitedHealth worth $205K as of Q2 2026.
UnitedHealth was a new Powers Advisory Group position in Q2 2026.
UnitedHealth made up 0.06% of Powers Advisory Group's portfolio in Q2 2026, its #128 holding.
Powers Advisory Group first reported a position in UnitedHealth in Q2 2024 and has held it in 6 quarters since.
Powers Advisory Group's UnitedHealth position peaked at $244K in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.