Stelac Advisory Services’s UnitedHealth UNH Stock Holding History

Stelac Advisory Services’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	–	Sell	-18,768	Closed	-$5.08M	–	180
2026 Q1	$5.08M	Buy	18,768 +158	+0.8%	+$47.1K	1.03%	31
2025 Q4	$6.14M	Buy	+18,610	New	+$6.31M	2.17%	17
2023 Q3	–	Sell	-1,792	Closed	-$861K	–	157
2023 Q2	$861K	Sell	1,792 -134	-7%	-$65.5K	0.38%	43
2023 Q1	$910K	Sell	1,926 -12	-0.6%	-$5.79K	0.4%	42
2022 Q4	$1.03M	Buy	1,938 +15	+0.8%	+$7.95K	0.47%	45
2022 Q3	$972K	Buy	1,923 +431	+29%	+$227K	0.44%	44
2022 Q2	$766K	Buy	+1,492	New	+$749K	0.31%	49
2021 Q3	–	Sell	-831	Closed	-$333K	–	279
2021 Q2	$333K	Sell	831 -10	-1%	-$3.99K	0.08%	168
2021 Q1	$313K	Sell	841 -578	-41%	-$200K	0.12%	123
2020 Q4	$498K	Buy	1,419 +493	+53%	+$165K	0.13%	111
2020 Q3	$289K	Buy	926 +43	+5%	+$13.2K	0.1%	110
2020 Q2	$260K	Buy	883 +170	+24%	+$48.7K	0.1%	95
2020 Q1	$178K	Buy	713 +268	+60%	+$73.7K	0.09%	88
2019 Q4	$131K	Buy	+445	New	+$116K	0.09%	76
2018 Q3	–	Sell	-760	Closed	-$186K	–	173
2018 Q2	$186K	Hold	760	–	–	0.05%	86
2018 Q1	$163K	Buy	+760	New	+$174K	0.05%	82

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

Stelac Advisory Services's UNH Position: Q2 2026 in Review

Stelac Advisory Services sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 18,768 shares — an estimated $5.08M sold.

Stelac Advisory Services first reported a position in UNH in Q1 2018 and held it in 16 quarters. The position peaked at $6.14M in Q4 2025. 3,391 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Stelac Advisory Services reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Stelac Advisory Services sold 18,768 UnitedHealth shares in Q2 2026, an estimated $5.08M.
Stelac Advisory Services first reported a position in UnitedHealth in Q1 2018 and held it in 16 quarters.
Stelac Advisory Services's UnitedHealth position peaked at $6.14M in Q4 2025.
3,391 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.