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SHP Wealth Management’s UnitedHealth UNH Stock Holding History

SHP Wealth 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 		$594K Sell
1,429
-726
-34% -$269K 0.04% 158
2026
Q1 		$584K Sell
2,155
-6
-0.3% -$1.79K 0.04% 137
2025
Q4 		$714K Buy
+2,161
New +$732K 0.06% 111

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

SHP Wealth Management's UNH Position: Q2 2026 in Review

SHP Wealth Management reduced its UnitedHealth (UNH) stake by 34% in Q2 2026, selling an estimated $269K and leaving 1,429 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #158.

SHP Wealth Management first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $714K in Q4 2025. 3,392 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • SHP Wealth Management held 1,429 shares of UnitedHealth worth $594K as of Q2 2026.
  • SHP Wealth Management sold 726 UnitedHealth shares in Q2 2026, an estimated $269K.
  • UnitedHealth made up 0.04% of SHP Wealth Management's portfolio in Q2 2026, its #158 holding.
  • SHP Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's UnitedHealth position peaked at $714K in Q4 2025.
  • 3,392 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.