Standard Family Office’s UnitedHealth UNH Stock Holding History

Standard Family Office’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	$135K	Hold	324	–	–	0.12%	15
2026 Q1	$87.7K	Hold	324	–	–	0.09%	17
2025 Q4	$107K	Hold	324	–	–	0.11%	14
2025 Q3	$112K	Hold	324	–	–	0.12%	16
2025 Q2	$101K	Hold	324	–	–	0.12%	16
2025 Q1	$170K	Sell	324 -243	-43%	-$124K	0.22%	9
2024 Q4	$287K	Hold	567	–	–	0.35%	11
2024 Q3	$332K	Hold	567	–	–	0.4%	8
2024 Q2	$289K	Hold	567	–	–	0.37%	9
2024 Q1	$280K	Buy	+567	New	+$288K	0.38%	9
2022 Q4	–	Sell	-947	Closed	-$478K	–	427
2022 Q3	$478K	Hold	947	–	–	0.21%	16
2022 Q2	$486K	Buy	+947	New	+$476K	4.82%	3
2022 Q1	–	Sell	-1,415	Closed	-$711K	–	231
2021 Q4	$711K	Buy	1,415 +865	+157%	+$392K	6.31%	2
2021 Q3	$215K	Sell	550 -5,460	-91%	-$2.26M	0.06%	9
2021 Q2	$2.41M	Buy	6,010 +550	+10%	+$219K	0.5%	13
2021 Q1	$2.03M	Sell	5,460 -125	-2%	-$43.3K	0.48%	12
2020 Q4	$1.96M	Buy	+5,585	New	+$1.87M	0.47%	12

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 $3.37T AUM 44.26% 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

Standard Family Office's UNH Position: Q2 2026 in Review

Standard Family Office held its UnitedHealth (UNH) position steady in Q2 2026 at 324 shares worth $135K. The position accounts for 0.12% of the portfolio, ranked #15.

Standard Family Office first reported a position in UNH in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.41M in Q2 2021. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Standard Family Office held 324 shares of UnitedHealth worth $135K as of Q2 2026.
Standard Family Office left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.12% of Standard Family Office's portfolio in Q2 2026, its #15 holding.
Standard Family Office first reported a position in UnitedHealth in Q4 2020 and has held it in 17 quarters since.
Standard Family Office's UnitedHealth position peaked at $2.41M in Q2 2021.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Standard Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.