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Stone House Investment Management’s UnitedHealth UNH Stock Holding History

Stone House Investment Management’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 		$150K Buy
361
+7
+2% +$2.6K 0.02% 110
2026
Q1 		$95.9K Sell
354
-37
-9% -$11K 0.02% 128
2025
Q4 		$129K Buy
391
+32
+9% +$10.8K 0.02% 104
2025
Q3 		$124K Sell
359
-250
-41% -$75.6K 0.02% 103
2025
Q2 		$190K Buy
609
+287
+89% +$110K 0.03% 75
2025
Q1 		$169K Buy
+322
New +$165K 0.03% 67
2024
Q4 		– Sell
-319
Closed -$187K – 333
2024
Q3 		$187K Buy
319
+1
+0.3% +$566 0.04% 52
2024
Q2 		$162K Sell
318
-20
-6% -$9.8K 0.04% 56
2024
Q1 		$167K Buy
338
+23
+7% +$11.7K 0.04% 62
2023
Q4 		$166K Buy
315
+1
+0.3% +$533 0.06% 43
2023
Q3 		$159K Sell
314
-74
-19% -$36.4K 0.06% 44
2023
Q2 		$187K Buy
388
+1
+0.3% +$489 0.07% 40
2023
Q1 		$183K Buy
+387
New +$187K 0.06% 41
2019
Q2 		– Sell
-294
Closed -$73K – 194
2019
Q1 		$73K Buy
+294
New +$75K 0.04% 73

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 $3.38T AUM 44.17% 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

Stone House Investment Management's UNH Position: Q2 2026 in Review

Stone House Investment Management increased its UnitedHealth (UNH) stake by 2% in Q2 2026, buying an estimated $2.6K and bringing the position to 361 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #110.

Stone House Investment Management first reported a position in UNH in Q1 2019 and has held it in 14 quarters since. The position peaked at $190K in Q2 2025. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Stone House Investment Management held 361 shares of UnitedHealth worth $150K as of Q2 2026.
  • Stone House Investment Management bought 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
  • UnitedHealth made up 0.02% of Stone House Investment Management's portfolio in Q2 2026, its #110 holding.
  • Stone House Investment Management first reported a position in UnitedHealth in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's UnitedHealth position peaked at $190K in Q2 2025.
  • 3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.