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Seneca House Advisors’s UnitedHealth UNH Stock Holding History

Seneca House 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 		$259K Buy
+622
New +$231K 0.09% 89
2026
Q1 		– Sell
-673
Closed -$222K – 106
2025
Q4 		$222K Buy
673
+84
+14% +$28.5K 0.08% 96
2025
Q3 		$203K Buy
+589
New +$178K 0.08% 90
2023
Q4 		– Sell
-397
Closed -$209K – 80
2023
Q3 		$209K Buy
+397
New +$195K 0.11% 74
2023
Q2 		– Sell
-521
Closed -$246K – 82
2023
Q1 		$246K Sell
521
-888
-63% -$429K 0.13% 75
2022
Q4 		$747K Sell
1,409
-1,188
-46% -$629K 0.41% 50
2022
Q3 		$1.31M Sell
2,597
-324
-11% -$170K 0.97% 36
2022
Q2 		$1.5M Buy
2,921
+139
+5% +$69.8K 0.98% 32
2022
Q1 		$1.42M Buy
2,782
+353
+15% +$170K 0.75% 37
2021
Q4 		$1.22M Buy
2,429
+1,283
+112% +$581K 0.65% 38
2021
Q3 		$448K Buy
+1,146
New +$475K 0.27% 61

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

Seneca House Advisors's UNH Position: Q2 2026 in Review

Seneca House Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 622 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #89 among its holdings. This is a return to the name: Seneca House Advisors previously reported a position in UNH as recently as Q4 2025.

Seneca House Advisors first reported a position in UNH in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.5M in Q2 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Seneca House Advisors held 622 shares of UnitedHealth worth $259K as of Q2 2026.
  • UnitedHealth was a new Seneca House Advisors position in Q2 2026.
  • UnitedHealth made up 0.09% of Seneca House Advisors's portfolio in Q2 2026, its #89 holding.
  • Seneca House Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 11 quarters since.
  • Seneca House Advisors's UnitedHealth position peaked at $1.5M in Q2 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.