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SC&H Financial Advisors’s UnitedHealth UNH Stock Holding History

SC&H Financial Advisors’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 		$1.02M Buy
2,447
+30
+1% +$11.1K 0.13% 72
2026
Q1 		$654K Buy
2,417
+2
+0.1% +$596 0.1% 84
2025
Q4 		$797K Buy
2,415
+165
+7% +$55.9K 0.12% 76
2025
Q3 		$777K Sell
2,250
-17
-0.7% -$5.14K 0.13% 77
2025
Q2 		$707K Buy
2,267
+23
+1% +$8.79K 0.12% 82
2025
Q1 		$1.18M Sell
2,244
-31
-1% -$15.8K 0.23% 55
2024
Q4 		$1.15M Sell
2,275
-118
-5% -$67K 0.24% 54
2024
Q3 		$1.4M Buy
2,393
+1
+0% +$566 0.31% 49
2024
Q2 		$1.22M Buy
2,392
+2
+0.1% +$980 0.3% 49
2024
Q1 		$1.18M Buy
2,390
+2
+0.1% +$1.02K 0.31% 49
2023
Q4 		$1.26M Buy
2,388
+2
+0.1% +$1.07K 0.36% 47
2023
Q3 		$1.2M Buy
2,386
+1
+0% +$492 0.4% 44
2023
Q2 		$1.15M Sell
2,385
-4
-0.2% -$1.96K 0.38% 48
2023
Q1 		$1.13M Buy
2,389
+32
+1% +$15.4K 0.41% 49
2022
Q4 		$1.25M Sell
2,357
-37
-2% -$19.6K 0.52% 35
2022
Q3 		$1.21M Sell
2,394
-490
-17% -$258K 0.6% 35
2022
Q2 		$1.48M Sell
2,884
-62
-2% -$31.1K 0.69% 29
2022
Q1 		$1.5M Sell
2,946
-179
-6% -$86.3K 0.71% 30
2021
Q4 		$1.57M Buy
+3,125
New +$1.41M 0.87% 24

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

SC&H Financial Advisors's UNH Position: Q2 2026 in Review

SC&H Financial Advisors increased its UnitedHealth (UNH) stake by 1.2% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,447 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #72.

SC&H Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q4 2021. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SC&H Financial Advisors held 2,447 shares of UnitedHealth worth $1.02M as of Q2 2026.
  • SC&H Financial Advisors bought 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
  • UnitedHealth made up 0.13% of SC&H Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • SC&H Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's UnitedHealth position peaked at $1.57M in Q4 2021.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.