QFW
UNH icon

QTR Family Wealth’s UnitedHealth UNH Stock Holding History

QTR Family Wealth’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 		$969K Buy
2,332
+450
+24% +$167K 0.34% 63
2026
Q1 		$591K Buy
1,882
+83
+5% +$24.7K 0.25% 99
2025
Q4 		$491K Sell
1,799
-345
-16% -$117K 0.22% 107
2025
Q3 		$740K Buy
2,144
+944
+79% +$286K 0.35% 61
2025
Q2 		$374K Buy
1,200
+291
+32% +$111K 0.23% 99
2025
Q1 		$476K Buy
+909
New +$465K 0.36% 70

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

QTR Family Wealth's UNH Position: Q2 2026 in Review

QTR Family Wealth increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $167K and bringing the position to 2,332 shares worth $969K. The position accounts for 0.34% of the portfolio, ranked #63.

QTR Family Wealth first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • QTR Family Wealth held 2,332 shares of UnitedHealth worth $969K as of Q2 2026.
  • QTR Family Wealth bought 450 UnitedHealth shares in Q2 2026, an estimated $167K.
  • UnitedHealth made up 0.34% of QTR Family Wealth's portfolio in Q2 2026, its #63 holding.
  • QTR Family Wealth first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.