Storgate’s UnitedHealth UNH Stock Holding History

Storgate’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	$1.58M	Buy	3,792 +2,002	+112%	+$742K	0.33%	57
2026 Q1	$484K	Buy	1,790 +898	+101%	+$267K	0.38%	62
2025 Q4	$294K	Buy	+892	New	+$302K	0.24%	125

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 $3.38T AUM 44.17% 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

Storgate's UNH Position: Q2 2026 in Review

Storgate increased its UnitedHealth (UNH) stake by 112% in Q2 2026, buying an estimated $742K and bringing the position to 3,792 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #57.

Storgate first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Storgate held 3,792 shares of UnitedHealth worth $1.58M as of Q2 2026.
Storgate bought 2,002 UnitedHealth shares in Q2 2026, an estimated $742K.
UnitedHealth made up 0.33% of Storgate's portfolio in Q2 2026, its #57 holding.
Storgate first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Storgate's 13F filing for Q2 2026, filed 12 Aug 2026.