Southeast Asset Advisors’s UnitedHealth UNH Stock Holding History

Southeast Asset Advisors’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	$648K	Sell	1,559 -9	-0.6%	-$3.34K	0.07%	124
2026 Q1	$424K	Buy	1,568 +818	+109%	+$244K	0.05%	143
2025 Q4	$248K	Sell	750 -10	-1%	-$3.39K	0.02%	199
2025 Q3	$262K	Buy	760 +24	+3%	+$7.26K	0.03%	183
2025 Q2	$230K	Sell	736 -7	-0.9%	-$2.67K	0.03%	179
2025 Q1	$389K	Sell	743 -17	-2%	-$8.69K	0.05%	140
2024 Q4	$384K	Buy	760 +91	+14%	+$51.7K	0.05%	126
2024 Q3	$391K	Buy	669 +1	+0.1%	+$566	0.04%	127
2024 Q2	$340K	Hold	668	–	–	0.04%	131
2024 Q1	$331K	Hold	668	–	–	0.04%	133
2023 Q4	$352K	Hold	668	–	–	0.05%	125
2023 Q3	$337K	Buy	668 +1	+0.1%	+$492	0.05%	112
2023 Q2	$321K	Hold	667	–	–	0.05%	123
2023 Q1	$315K	Buy	+667	New	+$322K	0.05%	115

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 $3.38T AUM 44.17% 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

Southeast Asset Advisors's UNH Position: Q2 2026 in Review

Southeast Asset Advisors reduced its UnitedHealth (UNH) stake by 0.57% in Q2 2026, selling an estimated $3.34K and leaving 1,559 shares worth $648K. The position accounts for 0.07% of the portfolio, ranked #124.

Southeast Asset Advisors first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Southeast Asset Advisors held 1,559 shares of UnitedHealth worth $648K as of Q2 2026.
Southeast Asset Advisors sold 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
UnitedHealth made up 0.07% of Southeast Asset Advisors's portfolio in Q2 2026, its #124 holding.
Southeast Asset Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.