S.A. Mason’s UnitedHealth UNH Stock Holding History

S.A. Mason’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	$986K	Buy	+2,372	New	+$879K	0.3%	77
2020 Q1	–	Sell	-60	Closed	-$18K	–	456
2019 Q4	$18K	Buy	+60	New	+$15.7K	0.02%	306

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 $3.38T AUM 44.17% 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

S.A. Mason's UNH Position: Q2 2026 in Review

S.A. Mason opened a new position in UnitedHealth (UNH) in Q2 2026: 2,372 shares worth $986K. The stake represents 0.3% of the portfolio and ranks #77 among its holdings. This is a return to the name: S.A. Mason previously reported a position in UNH as recently as Q4 2019.

S.A. Mason first reported a position in UNH in Q4 2019 and has held it in 2 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

S.A. Mason held 2,372 shares of UnitedHealth worth $986K as of Q2 2026.
UnitedHealth was a new S.A. Mason position in Q2 2026.
UnitedHealth made up 0.3% of S.A. Mason's portfolio in Q2 2026, its #77 holding.
S.A. Mason first reported a position in UnitedHealth in Q4 2019 and has held it in 2 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.