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Stance Capital’s UnitedHealth UNH Stock Holding History

Stance 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 		$1.75M Buy
+4,207
New +$1.56M 0.53% 81
2025
Q3 		– Sell
-4,156
Closed -$1.3M – 309
2025
Q2 		$1.3M Buy
+4,156
New +$1.59M 0.49% 119
2025
Q1 		– Sell
-6
Closed -$3.04K – 256
2024
Q4 		$3.04K Buy
+6
New +$3.41K ﹤0.01% 199

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

Stance Capital's UNH Position: Q2 2026 in Review

Stance Capital opened a new position in UnitedHealth (UNH) in Q2 2026: 4,207 shares worth $1.75M. The stake represents 0.53% of the portfolio and ranks #81 among its holdings. This is a return to the name: Stance Capital previously reported a position in UNH as recently as Q2 2025.

Stance Capital first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. 3,382 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stance Capital held 4,207 shares of UnitedHealth worth $1.75M as of Q2 2026.
  • UnitedHealth was a new Stance Capital position in Q2 2026.
  • UnitedHealth made up 0.53% of Stance Capital's portfolio in Q2 2026, its #81 holding.
  • Stance Capital first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • 3,382 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.