Samjo Management’s UnitedHealth UNH Stock Holding History

Samjo Management’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	$208K	Buy	+500	New	+$185K	0.07%	55
2025 Q2	–	Sell	-500	Closed	-$262K	–	59
2025 Q1	$262K	Hold	500	–	–	0.11%	55
2024 Q4	$253K	Hold	500	–	–	0.1%	50
2024 Q3	$292K	Hold	500	–	–	0.1%	49
2024 Q2	$255K	Hold	500	–	–	0.09%	48
2024 Q1	$247K	Hold	500	–	–	0.09%	47
2023 Q4	$263K	Buy	+500	New	+$267K	0.09%	44

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

Samjo Management's UNH Position: Q2 2026 in Review

Samjo Management opened a new position in UnitedHealth (UNH) in Q2 2026: 500 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #55 among its holdings. This is a return to the name: Samjo Management previously reported a position in UNH as recently as Q1 2025.

Samjo Management first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. The position peaked at $292K in Q3 2024. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Samjo Management held 500 shares of UnitedHealth worth $208K as of Q2 2026.
UnitedHealth was a new Samjo Management position in Q2 2026.
UnitedHealth made up 0.07% of Samjo Management's portfolio in Q2 2026, its #55 holding.
Samjo Management first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
Samjo Management's UnitedHealth position peaked at $292K in Q3 2024.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Samjo Management's 13F filing for Q2 2026, filed 14 Aug 2026.