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Soundwatch Capital’s UnitedHealth UNH Stock Holding History

Soundwatch Capital’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 		$669K Sell
1,609
-17
-1% -$6.3K 0.07% 27
2026
Q1 		$440K Sell
1,626
-16
-1% -$4.76K 0.06% 30
2025
Q4 		$542K Buy
1,642
+16
+1% +$5.42K 0.08% 25
2025
Q3 		$561K Sell
1,626
-8,381
-84% -$2.53M 0.09% 23
2025
Q2 		$3.12M Buy
10,007
+8,289
+482% +$3.17M 0.53% 39
2025
Q1 		$900K Sell
1,718
-204
-11% -$104K 0.41% 10
2024
Q4 		$972K Buy
1,922
+104
+6% +$59.1K 0.1% 14
2024
Q3 		$1.06M Buy
1,818
+109
+6% +$61.7K 0.17% 14
2024
Q2 		$870K Buy
+1,709
New +$838K 4.79% 7
2024
Q1 		– Sell
-2,467
Closed -$1.04M – 29
2023
Q4 		$1.04M Buy
2,467
+426
+21% +$227K 0.5% 10
2023
Q3 		$1.03M Buy
2,041
+140
+7% +$68.9K 0.22% 11
2023
Q2 		$928K Buy
1,901
+88
+5% +$43K 0.24% 11
2023
Q1 		$857K Buy
1,813
+1,686
+1,328% +$814K 0.2% 10
2022
Q4 		$2.62M Buy
+127
New +$67.3K 2.64% 2

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

Soundwatch Capital's UNH Position: Q2 2026 in Review

Soundwatch Capital reduced its UnitedHealth (UNH) stake by 1% in Q2 2026, selling an estimated $6.3K and leaving 1,609 shares worth $669K. The position accounts for 0.07% of the portfolio, ranked #27.

Soundwatch Capital first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.12M in Q2 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Soundwatch Capital held 1,609 shares of UnitedHealth worth $669K as of Q2 2026.
  • Soundwatch Capital sold 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up 0.07% of Soundwatch Capital's portfolio in Q2 2026, its #27 holding.
  • Soundwatch Capital first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Soundwatch Capital's UnitedHealth position peaked at $3.12M in Q2 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Soundwatch Capital's 13F filing for Q2 2026, filed 13 Aug 2026.