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Spinnaker Investment Group’s UnitedHealth UNH Stock Holding History

Spinnaker Investment Group’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 		$1M Buy
2,413
+146
+6% +$54.1K 0.16% 54
2026
Q1 		$613K Sell
2,267
-97
-4% -$28.9K 0.12% 62
2025
Q4 		$780K Buy
2,364
+132
+6% +$44.7K 0.14% 54
2025
Q3 		$771K Buy
2,232
+1,528
+217% +$462K 0.14% 51
2025
Q2 		$220K Buy
+704
New +$269K 0.05% 96

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

Spinnaker Investment Group's UNH Position: Q2 2026 in Review

Spinnaker Investment Group increased its UnitedHealth (UNH) stake by 6.4% in Q2 2026, buying an estimated $54.1K and bringing the position to 2,413 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #54.

Spinnaker Investment Group first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Spinnaker Investment Group held 2,413 shares of UnitedHealth worth $1M as of Q2 2026.
  • Spinnaker Investment Group bought 146 UnitedHealth shares in Q2 2026, an estimated $54.1K.
  • UnitedHealth made up 0.16% of Spinnaker Investment Group's portfolio in Q2 2026, its #54 holding.
  • Spinnaker Investment Group first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.