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Stiles Financial Services’s UnitedHealth UNH Stock Holding History

Stiles Financial 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 		$553K Sell
1,331
-16
-1% -$5.93K 0.14% 113
2026
Q1 		$365K Buy
1,347
+3
+0.2% +$893 0.11% 138
2025
Q4 		$444K Buy
1,344
+1
+0.1% +$339 0.14% 125
2025
Q3 		$464K Sell
1,343
-751
-36% -$227K 0.15% 124
2025
Q2 		$653K Sell
2,094
-603
-22% -$230K 0.23% 100
2025
Q1 		$1.41M Sell
2,697
-709
-21% -$362K 0.54% 63
2024
Q4 		$1.72M Sell
3,406
-8,329
-71% -$4.73M 0.62% 55
2024
Q3 		$6.86M Sell
11,735
-240
-2% -$136K 2.42% 6
2024
Q2 		$6.1M Buy
11,975
+257
+2% +$126K 2.35% 8
2024
Q1 		$5.8M Buy
11,718
+66
+0.6% +$33.6K 2.32% 7
2023
Q4 		$6.14M Buy
11,652
+187
+2% +$99.7K 2.79% 3
2023
Q3 		$5.78M Buy
11,465
+501
+5% +$247K 3% 3
2023
Q2 		$5.27M Sell
10,964
-23
-0.2% -$11.2K 2.62% 3
2023
Q1 		$5.19M Buy
10,987
+120
+1% +$57.9K 2.79% 3
2022
Q4 		$5.76M Sell
10,867
-549
-5% -$291K 3.29% 2
2022
Q3 		$5.76M Buy
11,416
+242
+2% +$127K 3.5% 2
2022
Q2 		$5.74M Sell
11,174
-108
-1% -$54.2K 3.45% 2
2022
Q1 		$5.75M Sell
11,282
-34
-0.3% -$16.4K 2.88% 4
2021
Q4 		$5.68M Buy
+11,316
New +$5.12M 2.74% 4

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

Stiles Financial Services's UNH Position: Q2 2026 in Review

Stiles Financial Services reduced its UnitedHealth (UNH) stake by 1.2% in Q2 2026, selling an estimated $5.93K and leaving 1,331 shares worth $553K. The position accounts for 0.14% of the portfolio, ranked #113.

Stiles Financial Services first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.86M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stiles Financial Services held 1,331 shares of UnitedHealth worth $553K as of Q2 2026.
  • Stiles Financial Services sold 16 UnitedHealth shares in Q2 2026, an estimated $5.93K.
  • UnitedHealth made up 0.14% of Stiles Financial Services's portfolio in Q2 2026, its #113 holding.
  • Stiles Financial Services first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's UnitedHealth position peaked at $6.86M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.