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Shepherd Financial Partners’s UnitedHealth UNH Stock Holding History

Shepherd Financial Partners’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 		$226K Buy
+543
New +$201K 0.02% 240
2026
Q1 		– Sell
-702
Closed -$232K – 250
2025
Q4 		$232K Sell
702
-140
-17% -$47.4K 0.02% 224
2025
Q3 		$291K Sell
842
-526
-38% -$159K 0.03% 205
2025
Q2 		$427K Sell
1,368
-4,443
-76% -$1.7M 0.05% 167
2025
Q1 		$3.04M Buy
5,811
+35
+0.6% +$17.9K 0.36% 56
2024
Q4 		$2.92M Sell
5,776
-100
-2% -$56.8K 0.35% 49
2024
Q3 		$3.44M Buy
5,876
+99
+2% +$56K 0.41% 40
2024
Q2 		$2.94M Sell
5,777
-73
-1% -$35.8K 0.38% 44
2024
Q1 		$2.89M Buy
5,850
+114
+2% +$58K 0.38% 42
2023
Q4 		$3.02M Buy
5,736
+22
+0.4% +$11.7K 0.43% 42
2023
Q3 		$2.88M Buy
5,714
+309
+6% +$152K 0.45% 43
2023
Q2 		$2.6M Buy
5,405
+111
+2% +$54.3K 0.4% 46
2023
Q1 		$2.5M Sell
5,294
-1,293
-20% -$624K 0.42% 44
2022
Q4 		$3.49M Buy
6,587
+75
+1% +$39.7K 0.63% 29
2022
Q3 		$3.29M Buy
6,512
+298
+5% +$157K 0.64% 27
2022
Q2 		$3.19M Buy
6,214
+284
+5% +$143K 0.62% 30
2022
Q1 		$3.02M Buy
5,930
+358
+6% +$173K 0.54% 34
2021
Q4 		$2.81M Buy
5,572
+146
+3% +$66.1K 0.49% 42
2021
Q3 		$2.12M Buy
5,426
+3,151
+139% +$1.31M 0.41% 47
2021
Q2 		$911K Hold
2,275
– – 0.17% 90
2021
Q1 		$846K Hold
2,275
– – 0.19% 94
2020
Q4 		$796K Buy
2,275
+350
+18% +$117K 0.18% 92
2020
Q3 		$600K Sell
1,925
-65
-3% -$20K 0.14% 90
2020
Q2 		$587K Buy
1,990
+565
+40% +$162K 0.16% 82
2020
Q1 		$355K Buy
+1,425
New +$392K 0.12% 90

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

Shepherd Financial Partners's UNH Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 543 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: Shepherd Financial Partners previously reported a position in UNH as recently as Q4 2025.

Shepherd Financial Partners first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.49M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Shepherd Financial Partners held 543 shares of UnitedHealth worth $226K as of Q2 2026.
  • UnitedHealth was a new Shepherd Financial Partners position in Q2 2026.
  • UnitedHealth made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #240 holding.
  • Shepherd Financial Partners first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Shepherd Financial Partners's UnitedHealth position peaked at $3.49M in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.