RetireMitten Financial’s UnitedHealth UNH Stock Holding History

RetireMitten Financial’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	-2	Closed	-$541	–	143
2026 Q1	$541	Buy	+2	New	+$596	﹤0.01%	168

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

RetireMitten Financial's UNH Position: Q2 2026 in Review

RetireMitten Financial sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2 shares — an estimated $541 sold.

RetireMitten Financial first reported a position in UNH in Q1 2026 and held it in 1 quarter. The position peaked at $541 in Q1 2026. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

RetireMitten Financial reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
RetireMitten Financial sold 2 UnitedHealth shares in Q2 2026, an estimated $541.
RetireMitten Financial first reported a position in UnitedHealth in Q1 2026 and held it in 1 quarter.
RetireMitten Financial's UnitedHealth position peaked at $541 in Q1 2026.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.