Seven Mile Advisory’s UnitedHealth UNH Stock Holding History

Seven Mile Advisory’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	$313K	Buy	+754	New	+$279K	0.21%	107
2026 Q1	–	Sell	-2,164	Closed	-$714K	–	282
2025 Q4	$714K	Buy	2,164 +1,315	+155%	+$446K	0.12%	88
2025 Q3	$293K	Sell	849 -320	-27%	-$96.8K	0.05%	208
2025 Q2	$365K	Sell	1,169 -524	-31%	-$200K	0.22%	95
2025 Q1	$887K	Buy	1,693 +110	+7%	+$56.2K	0.59%	30
2024 Q4	$801K	Sell	1,583 -294	-16%	-$167K	0.51%	30
2024 Q3	$1.1M	Buy	1,877 +151	+9%	+$85.4K	0.73%	25
2024 Q2	$879K	Buy	1,726 +90	+6%	+$44.1K	0.65%	29
2024 Q1	$809K	Sell	1,636 -22	-1%	-$11.2K	0.61%	30
2023 Q4	$873K	Buy	1,658 +171	+11%	+$91.2K	0.76%	26
2023 Q3	$750K	Buy	1,487 +206	+16%	+$101K	0.79%	26
2023 Q2	$616K	Buy	+1,281	New	+$626K	0.72%	31

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 $3.37T AUM 44.26% 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

Seven Mile Advisory's UNH Position: Q2 2026 in Review

Seven Mile Advisory opened a new position in UnitedHealth (UNH) in Q2 2026: 754 shares worth $313K. The stake represents 0.21% of the portfolio and ranks #107 among its holdings. This is a return to the name: Seven Mile Advisory previously reported a position in UNH as recently as Q4 2025.

Seven Mile Advisory first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Seven Mile Advisory held 754 shares of UnitedHealth worth $313K as of Q2 2026.
UnitedHealth was a new Seven Mile Advisory position in Q2 2026.
UnitedHealth made up 0.21% of Seven Mile Advisory's portfolio in Q2 2026, its #107 holding.
Seven Mile Advisory first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's UnitedHealth position peaked at $1.1M in Q3 2024.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.