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Sherman Asset Management’s UnitedHealth UNH Stock Holding History

Sherman Asset 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 		$108K Hold
260
– – 0.08% 76
2026
Q1 		$70.4K Hold
260
– – 0.06% 88
2025
Q4 		$85.8K Hold
260
– – 0.07% 90
2025
Q3 		$89.8K Hold
260
– – 0.08% 87
2025
Q2 		$81.1K Hold
260
– – 0.07% 95
2025
Q1 		$136K Sell
260
-182
-41% -$93K 0.13% 70
2024
Q4 		$224K Buy
+442
New +$251K 0.2% 52

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

Sherman Asset Management's UNH Position: Q2 2026 in Review

Sherman Asset Management held its UnitedHealth (UNH) position steady in Q2 2026 at 260 shares worth $108K. The position accounts for 0.08% of the portfolio, ranked #76.

Sherman Asset Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $224K in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sherman Asset Management held 260 shares of UnitedHealth worth $108K as of Q2 2026.
  • Sherman Asset Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.08% of Sherman Asset Management's portfolio in Q2 2026, its #76 holding.
  • Sherman Asset Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Sherman Asset Management's UnitedHealth position peaked at $224K in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.