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Relyea Zuckerberg Hanson’s UnitedHealth UNH Stock Holding History

Relyea Zuckerberg Hanson’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 		$1.67M Buy
4,009
+380
+10% +$141K 0.14% 90
2026
Q1 		$982K Sell
3,629
-6
-0.2% -$1.79K 0.1% 100
2025
Q4 		$1.2M Sell
3,635
-399
-10% -$135K 0.12% 94
2025
Q3 		$1.39M Buy
4,034
+480
+14% +$145K 0.15% 86
2025
Q2 		$1.11M Sell
3,554
-662
-16% -$253K 0.13% 94
2025
Q1 		$2.21M Sell
4,216
-376
-8% -$192K 0.3% 52
2024
Q4 		$2.32M Sell
4,592
-546
-11% -$310K 0.31% 56
2024
Q3 		$3M Sell
5,138
-295
-5% -$167K 0.46% 37
2024
Q2 		$2.77M Sell
5,433
-441
-8% -$216K 0.46% 33
2024
Q1 		$2.91M Sell
5,874
-394
-6% -$200K 0.51% 35
2023
Q4 		$3.3M Buy
6,268
+372
+6% +$198K 0.64% 28
2023
Q3 		$2.97M Sell
5,896
-98
-2% -$48.2K 0.68% 29
2023
Q2 		$2.88M Buy
5,994
+4,064
+211% +$1.99M 0.65% 26
2023
Q1 		$912K Buy
1,930
+129
+7% +$62.3K 0.22% 68
2022
Q4 		$955K Buy
1,801
+418
+30% +$221K 0.27% 58
2022
Q3 		$699K Buy
1,383
+183
+15% +$96.2K 0.25% 63
2022
Q2 		$616K Sell
1,200
-62
-5% -$31.1K 0.23% 66
2022
Q1 		$678K Buy
1,262
+72
+6% +$34.7K 0.22% 69
2021
Q4 		$549K Buy
1,190
+248
+26% +$112K 0.2% 84
2021
Q3 		$368K Buy
942
+246
+35% +$102K 0.14% 102
2021
Q2 		$279K Buy
696
+77
+12% +$30.7K 0.11% 106
2021
Q1 		$244K Buy
619
+26
+4% +$9.01K 0.11% 115
2020
Q4 		$208K Buy
+593
New +$199K 0.11% 115

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

Relyea Zuckerberg Hanson's UNH Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $141K and bringing the position to 4,009 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #90.

Relyea Zuckerberg Hanson first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.3M in Q4 2023. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Relyea Zuckerberg Hanson held 4,009 shares of UnitedHealth worth $1.67M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 380 UnitedHealth shares in Q2 2026, an estimated $141K.
  • UnitedHealth made up 0.14% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #90 holding.
  • Relyea Zuckerberg Hanson first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Relyea Zuckerberg Hanson's UnitedHealth position peaked at $3.3M in Q4 2023.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.