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Stokes Family Office’s UnitedHealth UNH Stock Holding History

Stokes 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 		$640K Sell
1,541
-484
-24% -$179K 0.07% 169
2026
Q1 		$548K Sell
2,025
-792
-28% -$236K 0.06% 179
2025
Q4 		$930K Sell
2,817
-316
-10% -$107K 0.09% 139
2025
Q3 		$1.08M Sell
3,133
-507
-14% -$153K 0.1% 125
2025
Q2 		$1.14M Sell
3,640
-142
-4% -$54.3K 0.12% 116
2025
Q1 		$1.98M Buy
3,782
+50
+1% +$25.6K 0.22% 84
2024
Q4 		$1.89M Sell
3,732
-39
-1% -$22.2K 0.2% 88
2024
Q3 		$2.2M Sell
3,771
-65
-2% -$36.8K 0.24% 75
2024
Q2 		$1.95M Buy
3,836
+415
+12% +$203K 0.23% 80
2024
Q1 		$1.69M Buy
3,421
+731
+27% +$372K 0.21% 90
2023
Q4 		$1.42M Sell
2,690
-4,158
-61% -$2.22M 0.19% 94
2023
Q3 		$3.45M Buy
6,848
+383
+6% +$188K 0.41% 58
2023
Q2 		$3.11M Buy
6,465
+527
+9% +$258K 0.36% 63
2023
Q1 		$2.81M Sell
5,938
-745
-11% -$360K 0.35% 64
2022
Q4 		$3.54M Buy
6,683
+39
+0.6% +$20.7K 0.46% 52
2022
Q3 		$3.36M Sell
6,644
-408
-6% -$215K 0.48% 50
2022
Q2 		$3.62M Buy
7,052
+489
+7% +$246K 0.49% 50
2022
Q1 		$3.35M Buy
6,563
+609
+10% +$294K 0.44% 54
2021
Q4 		$2.99M Buy
5,954
+330
+6% +$149K 0.37% 55
2021
Q3 		$2.2M Buy
5,624
+212
+4% +$87.8K 0.31% 68
2021
Q2 		$2.17M Buy
5,412
+70
+1% +$27.9K 0.31% 68
2021
Q1 		$1.99M Buy
5,342
+89
+2% +$30.8K 0.31% 65
2020
Q4 		$1.84M Buy
5,253
+537
+11% +$180K 0.36% 59
2020
Q3 		$1.47M Buy
4,716
+1,435
+44% +$441K 0.33% 64
2020
Q2 		$968K Buy
3,281
+3
+0.1% +$860 0.24% 76
2020
Q1 		$817K Buy
3,278
+577
+21% +$159K 0.22% 76
2019
Q4 		$794K Buy
+2,701
New +$707K 0.18% 82

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

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

Stokes Family Office reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $179K and leaving 1,541 shares worth $640K. The position accounts for 0.07% of the portfolio, ranked #169.

Stokes Family Office first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.62M in Q2 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stokes Family Office held 1,541 shares of UnitedHealth worth $640K as of Q2 2026.
  • Stokes Family Office sold 484 UnitedHealth shares in Q2 2026, an estimated $179K.
  • UnitedHealth made up 0.07% of Stokes Family Office's portfolio in Q2 2026, its #169 holding.
  • Stokes Family Office first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's UnitedHealth position peaked at $3.62M in Q2 2022.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.