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Schear Investment Advisers’s UnitedHealth UNH Stock Holding History

Schear Investment Advisers’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 		$2.27M Buy
5,460
+99
+2% +$36.7K 0.76% 36
2026
Q1 		$1.45M Buy
5,361
+92
+2% +$27.4K 0.64% 49
2025
Q4 		$1.74M Buy
5,269
+370
+8% +$125K 0.75% 46
2025
Q3 		$1.69M Buy
4,899
+231
+5% +$69.9K 0.75% 43
2025
Q2 		$1.46M Sell
4,668
-37
-0.8% -$14.1K 0.72% 48
2025
Q1 		$2.46M Sell
4,705
-308
-6% -$157K 1.42% 19
2024
Q4 		$2.54M Buy
5,013
+117
+2% +$66.5K 1.35% 18
2024
Q3 		$2.86M Buy
4,896
+544
+13% +$308K 1.77% 13
2024
Q2 		$2.22M Buy
4,352
+86
+2% +$42.2K 1.6% 14
2024
Q1 		$2.11M Buy
4,266
+11
+0.3% +$5.59K 1.69% 17
2023
Q4 		$2.24M Buy
4,255
+28
+0.7% +$14.9K 2.16% 12
2023
Q3 		$2.13M Sell
4,227
-206
-5% -$101K 2.3% 11
2023
Q2 		$2.13M Buy
4,433
+9
+0.2% +$4.4K 2.25% 10
2023
Q1 		$2.09M Buy
4,424
+82
+2% +$39.6K 2.5% 10
2022
Q4 		$2.3M Buy
+4,342
New +$2.3M 2.84% 8

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

Schear Investment Advisers's UNH Position: Q2 2026 in Review

Schear Investment Advisers increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $36.7K and bringing the position to 5,460 shares worth $2.27M. The position accounts for 0.76% of the portfolio, ranked #36.

Schear Investment Advisers first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.86M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Schear Investment Advisers held 5,460 shares of UnitedHealth worth $2.27M as of Q2 2026.
  • Schear Investment Advisers bought 99 UnitedHealth shares in Q2 2026, an estimated $36.7K.
  • UnitedHealth made up 0.76% of Schear Investment Advisers's portfolio in Q2 2026, its #36 holding.
  • Schear Investment Advisers first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's UnitedHealth position peaked at $2.86M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.