Salomon & Ludwin’s UnitedHealth UNH Stock Holding History

Salomon & Ludwin’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	$378K	Sell	886 -382	-30%	-$142K	0.03%	134
2026 Q1	$352K	Sell	1,268 -10	-0.8%	-$2.98K	0.03%	133
2025 Q4	$437K	Sell	1,278 -65	-5%	-$22K	0.04%	123
2025 Q3	$484K	Buy	1,343 +139	+12%	+$42K	0.04%	122
2025 Q2	$370K	Sell	1,204 -7	-0.6%	-$2.67K	0.04%	125
2025 Q1	$634K	Hold	1,211	–	–	0.07%	93
2024 Q4	$613K	Hold	1,211	–	–	0.06%	94
2024 Q3	$708K	Buy	1,211 +43	+4%	+$24.3K	0.07%	93
2024 Q2	$595K	Sell	1,168 -430	-27%	-$211K	0.07%	100
2024 Q1	$787K	Buy	1,598 +164	+11%	+$83.4K	0.07%	102
2023 Q4	$723K	Hold	1,434	–	–	0.08%	100
2023 Q3	$723K	Hold	1,434	–	–	0.08%	100
2023 Q2	$689K	Buy	1,434 +270	+23%	+$132K	0.07%	96
2023 Q1	$550K	Hold	1,164	–	–	0.07%	103
2022 Q4	$617K	Buy	1,164 +21	+2%	+$11.1K	0.08%	97
2022 Q3	$577K	Buy	+1,143	New	+$601K	0.09%	82
2020 Q2	–	Sell	-21	Closed	-$5K	–	207
2020 Q1	$5K	Hold	21	–	–	﹤0.01%	198
2019 Q4	$6K	Buy	+21	New	+$5.49K	﹤0.01%	204
2019 Q2	–	Sell	-49	Closed	-$12K	–	273
2019 Q1	$12K	Buy	+49	New	+$12.5K	﹤0.01%	156

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

Salomon & Ludwin's UNH Position: Q2 2026 in Review

Salomon & Ludwin reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $142K and leaving 886 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #134.

Salomon & Ludwin first reported a position in UNH in Q1 2019 and has held it in 19 quarters since. The position peaked at $787K in Q1 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Salomon & Ludwin held 886 shares of UnitedHealth worth $378K as of Q2 2026.
Salomon & Ludwin sold 382 UnitedHealth shares in Q2 2026, an estimated $142K.
UnitedHealth made up 0.03% of Salomon & Ludwin's portfolio in Q2 2026, its #134 holding.
Salomon & Ludwin first reported a position in UnitedHealth in Q1 2019 and has held it in 19 quarters since.
Salomon & Ludwin's UnitedHealth position peaked at $787K in Q1 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.