Seed Wealth Management’s UnitedHealth UNH Stock Holding History

Seed Wealth 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	$209K	Buy	+504	New	+$187K	0.13%	98
2025 Q2	–	Sell	-627	Closed	-$328K	–	161
2025 Q1	$328K	Hold	627	–	–	0.27%	93
2024 Q4	$317K	Hold	627	–	–	0.26%	97
2024 Q3	$367K	Hold	627	–	–	0.29%	89
2024 Q2	$319K	Hold	627	–	–	0.28%	93
2024 Q1	$307K	Hold	627	–	–	0.29%	86
2023 Q4	$338K	Hold	627	–	–	0.34%	78
2023 Q3	$316K	Hold	627	–	–	0.36%	77
2023 Q2	$301K	Hold	627	–	–	0.32%	81
2023 Q1	$296K	Hold	627	–	–	0.34%	79
2022 Q4	$332K	Buy	+627	New	+$332K	0.38%	67

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

Seed Wealth Management's UNH Position: Q2 2026 in Review

Seed Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 504 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #98 among its holdings. This is a return to the name: Seed Wealth Management previously reported a position in UNH as recently as Q1 2025.

Seed Wealth Management first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $367K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Seed Wealth Management held 504 shares of UnitedHealth worth $209K as of Q2 2026.
UnitedHealth was a new Seed Wealth Management position in Q2 2026.
UnitedHealth made up 0.13% of Seed Wealth Management's portfolio in Q2 2026, its #98 holding.
Seed Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
Seed Wealth Management's UnitedHealth position peaked at $367K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.