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Stamos Capital Partners’s UnitedHealth UNH Stock Holding History

Stamos Capital Partners’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 		$15.2M Sell
36,620
-17,977
-33% -$6.66M 2.33% 8
2026
Q1 		$14.8M Buy
54,597
+12,547
+30% +$3.74M 2.31% 6
2025
Q4 		$13.9M Buy
42,050
+8,071
+24% +$2.74M 2.23% 7
2025
Q3 		$11.7M Sell
33,979
-22,411
-40% -$6.78M 2.21% 6
2025
Q2 		$17.6M Buy
56,390
+44,518
+375% +$17M 3.16% 4
2025
Q1 		$6.22M Buy
11,872
+1,922
+19% +$983K 1.63% 9
2024
Q4 		$5.03M Buy
9,950
+1,460
+17% +$830K 1.18% 17
2024
Q3 		$4.96M Sell
8,490
-3,610
-30% -$2.04M 1.17% 25
2024
Q2 		$6.16M Buy
12,100
+1,960
+19% +$961K 1.31% 17
2024
Q1 		$5.02M Buy
10,140
+4,500
+80% +$2.29M 1.14% 20
2023
Q4 		$2.97M Sell
5,640
-3,730
-40% -$1.99M 0.81% 33
2023
Q3 		$4.72M Buy
9,370
+1,680
+22% +$827K 1.05% 24
2023
Q2 		$3.7M Buy
7,690
+1,370
+22% +$670K 0.86% 28
2023
Q1 		$2.99M Buy
6,320
+4,430
+234% +$2.14M 0.77% 50
2022
Q4 		$1M Sell
1,890
-7,940
-81% -$4.21M 0.32% 71
2022
Q3 		$4.96M Buy
9,830
+6,830
+228% +$3.59M 1.26% 27
2022
Q2 		$1.54M Buy
+3,000
New +$1.51M 0.47% 43
2020
Q4 		– Sell
-4,100
Closed -$1.28M – 75
2020
Q3 		$1.28M Hold
4,100
– – 0.47% 38
2020
Q2 		$1.21M Sell
4,100
-5,969
-59% -$1.71M 0.69% 31
2020
Q1 		$2.51M Buy
10,069
+8,374
+494% +$2.3M 1.32% 27
2019
Q4 		$498K Sell
1,695
-3,305
-66% -$865K 0.4% 44
2019
Q3 		$1.09M Buy
5,000
+3,000
+150% +$724K 0.97% 28
2019
Q2 		$485K Sell
2,000
-2,100
-51% -$505K 0.49% 40
2019
Q1 		$1.01M Sell
4,100
-4,900
-54% -$1.25M 1.29% 29
2018
Q4 		$2.24M Buy
+9,000
New +$2.38M 1.69% 24

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

Stamos Capital Partners's UNH Position: Q2 2026 in Review

Stamos Capital Partners reduced its UnitedHealth (UNH) stake by 33% in Q2 2026, selling an estimated $6.66M and leaving 36,620 shares worth $15.2M. The position accounts for 2.33% of the portfolio, ranked #8.

Stamos Capital Partners first reported a position in UNH in Q4 2018 and has held it in 25 quarters since. The position peaked at $17.6M in Q2 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stamos Capital Partners held 36,620 shares of UnitedHealth worth $15.2M as of Q2 2026.
  • Stamos Capital Partners sold 17,977 UnitedHealth shares in Q2 2026, an estimated $6.66M.
  • UnitedHealth made up 2.33% of Stamos Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Stamos Capital Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 25 quarters since.
  • Stamos Capital Partners's UnitedHealth position peaked at $17.6M in Q2 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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