Smartleaf Asset Management’s UnitedHealth UNH Stock Holding History

Smartleaf 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	$4.18M	Hold	9,947	–	–	0.14%	133
2026 Q1	$2.6M	Buy	9,947 +479	+5%	+$143K	0.09%	192
2025 Q4	$3.15M	Buy	9,468 +1,935	+26%	+$656K	0.12%	155
2025 Q3	$2.6M	Buy	7,533 +1,900	+34%	+$575K	0.16%	137
2025 Q2	$1.74M	Sell	5,633 -2,959	-34%	-$1.13M	0.15%	146
2025 Q1	$4.43M	Buy	8,592 +928	+12%	+$474K	0.43%	48
2024 Q4	$3.89M	Buy	7,664 +1,596	+26%	+$907K	0.4%	45
2024 Q3	$3.53M	Buy	6,068 +2,204	+57%	+$1.25M	0.43%	47
2024 Q2	$1.88M	Buy	3,864 +577	+18%	+$283K	0.31%	71
2024 Q1	$1.62M	Buy	3,287 +963	+41%	+$490K	0.31%	74
2023 Q4	$1.21M	Buy	+2,324	New	+$1.24M	0.32%	72

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

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

Smartleaf Asset Management held its UnitedHealth (UNH) position steady in Q2 2026 at 9,947 shares worth $4.18M. The position accounts for 0.14% of the portfolio, ranked #133.

Smartleaf Asset Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.43M in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Smartleaf Asset Management held 9,947 shares of UnitedHealth worth $4.18M as of Q2 2026.
Smartleaf Asset Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.14% of Smartleaf Asset Management's portfolio in Q2 2026, its #133 holding.
Smartleaf Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's UnitedHealth position peaked at $4.43M in Q1 2025.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.