Stonehaven Wealth & Tax Solutions’s UnitedHealth UNH Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$254K	Buy	+610	New	+$226K	0.2%	73

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

Stonehaven Wealth & Tax Solutions's UNH Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in UnitedHealth (UNH) in Q2 2026: 610 shares worth $254K. The stake represents 0.2% of the portfolio and ranks #73 among its holdings.

3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 610 shares of UnitedHealth worth $254K as of Q2 2026.
UnitedHealth was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
UnitedHealth made up 0.2% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #73 holding.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.