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Spectrum Asset Management (California)’s UnitedHealth UNH Stock Holding History

Spectrum Asset Management (California)’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 		$224K Buy
+538
New +$199K 0.06% 109
2025
Q2 		– Sell
-7,071
Closed -$3.7M – 107
2025
Q1 		$3.7M Buy
7,071
+767
+12% +$392K 1.65% 26
2024
Q4 		$3.19M Buy
6,304
+352
+6% +$200K 1.43% 28
2024
Q3 		$3.48M Buy
5,952
+4,795
+414% +$2.71M 1.47% 27
2024
Q2 		$589K Buy
1,157
+4
+0.3% +$1.96K 0.27% 63
2024
Q1 		$570K Hold
1,153
– – 0.24% 60
2023
Q4 		$607K Hold
1,153
– – 0.27% 57
2023
Q3 		$581K Hold
1,153
– – 0.31% 56
2023
Q2 		$554K Hold
1,153
– – 0.28% 54
2023
Q1 		$545K Buy
1,153
+148
+15% +$71.4K 0.27% 55
2022
Q4 		$533K Hold
1,005
– – 0.26% 56
2022
Q3 		$508K Sell
1,005
-5
-0.5% -$2.63K 0.26% 54
2022
Q2 		$519K Sell
1,010
-19
-2% -$9.54K 0.26% 59
2022
Q1 		$525K Buy
1,029
+5
+0.5% +$2.41K 0.21% 73
2021
Q4 		$514K Hold
1,024
– – 0.15% 90
2021
Q3 		$400K Hold
1,024
– – 0.12% 84
2021
Q2 		$410K Hold
1,024
– – 0.12% 90
2021
Q1 		$381K Buy
1,024
+5
+0.5% +$1.73K 0.12% 95
2020
Q4 		$357K Hold
1,019
– – 0.13% 84
2020
Q3 		$318K Buy
1,019
+19
+2% +$5.84K 0.13% 82
2020
Q2 		$295K Hold
1,000
– – 0.15% 75
2020
Q1 		$249K Sell
1,000
-6,512
-87% -$1.79M 0.24% 68
2019
Q4 		$2.21M Buy
7,512
+150
+2% +$39.2K 1.22% 26
2019
Q3 		$1.6M Sell
7,362
-2,295
-24% -$554K 1.02% 34
2019
Q2 		$2.36M Buy
9,657
+4,120
+74% +$991K 1.48% 18
2019
Q1 		$1.37M Sell
5,537
-150
-3% -$38.3K 0.92% 35
2018
Q4 		$1.42M Sell
5,687
-25
-0.4% -$6.6K 1.12% 26
2018
Q3 		$1.52M Buy
+5,712
New +$1.49M 0.91% 35

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

Spectrum Asset Management (California)'s UNH Position: Q2 2026 in Review

Spectrum Asset Management (California) opened a new position in UnitedHealth (UNH) in Q2 2026: 538 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings. This is a return to the name: Spectrum Asset Management (California) previously reported a position in UNH as recently as Q1 2025.

Spectrum Asset Management (California) first reported a position in UNH in Q3 2018 and has held it in 28 quarters since. The position peaked at $3.7M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Spectrum Asset Management (California) held 538 shares of UnitedHealth worth $224K as of Q2 2026.
  • UnitedHealth was a new Spectrum Asset Management (California) position in Q2 2026.
  • UnitedHealth made up 0.06% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #109 holding.
  • Spectrum Asset Management (California) first reported a position in UnitedHealth in Q3 2018 and has held it in 28 quarters since.
  • Spectrum Asset Management (California)'s UnitedHealth position peaked at $3.7M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.