R Squared’s UnitedHealth UNH Stock Holding History

R Squared’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	–	Sell	-1,509	Closed	-$408K	–	695
2026 Q1	$408K	Buy	+1,509	New	+$449K	0.22%	123

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

R Squared's UNH Position: Q2 2026 in Review

R Squared sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,509 shares — an estimated $408K sold.

R Squared first reported a position in UNH in Q1 2026 and held it in 1 quarter. The position peaked at $408K in Q1 2026. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

R Squared reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
R Squared sold 1,509 UnitedHealth shares in Q2 2026, an estimated $408K.
R Squared first reported a position in UnitedHealth in Q1 2026 and held it in 1 quarter.
R Squared's UnitedHealth position peaked at $408K in Q1 2026.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.