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Seneschal Advisors’s UnitedHealth UNH Stock Holding History

Seneschal 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 		$2.49K Sell
6
-40
-87% -$14.8K ﹤0.01% 181
2026
Q1 		$12.4K Hold
46
– – 0.01% 136
2025
Q4 		$15.2K Hold
46
– – 0.01% 130
2025
Q3 		$15.9K Buy
+46
New +$13.9K 0.01% 133

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 $3.38T AUM 44.17% 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

Seneschal Advisors's UNH Position: Q2 2026 in Review

Seneschal Advisors reduced its UnitedHealth (UNH) stake by 87% in Q2 2026, selling an estimated $14.8K and leaving 6 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Seneschal Advisors first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.9K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Seneschal Advisors held 6 shares of UnitedHealth worth $2.49K as of Q2 2026.
  • Seneschal Advisors sold 40 UnitedHealth shares in Q2 2026, an estimated $14.8K.
  • UnitedHealth made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #181 holding.
  • Seneschal Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's UnitedHealth position peaked at $15.9K in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.