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StrongBox Wealth’s UnitedHealth UNH Stock Holding History

StrongBox Wealth’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 		$132K Buy
+317
New +$117K 0.04% 116
2025
Q2 		– Sell
-929
Closed -$487K – 87
2025
Q1 		$487K Sell
929
-37
-4% -$18.9K 0.2% 67
2024
Q4 		$489K Sell
966
-180
-16% -$102K 0.21% 63
2024
Q3 		$670K Sell
1,146
-1,266
-52% -$716K 0.29% 55
2024
Q2 		$1.23M Sell
2,412
-1,384
-36% -$678K 0.58% 41
2024
Q1 		$1.88M Sell
3,796
-514
-12% -$261K 0.99% 34
2023
Q4 		$2.27M Sell
4,310
-134
-3% -$71.5K 1.32% 28
2023
Q3 		$2.24M Buy
4,444
+228
+5% +$112K 1.43% 27
2023
Q2 		$2.03M Buy
4,216
+1,428
+51% +$698K 1.28% 30
2023
Q1 		$1.32M Buy
2,788
+759
+37% +$366K 0.88% 40
2022
Q4 		$1.08M Buy
2,029
+668
+49% +$354K 0.76% 45
2022
Q3 		$687K Buy
1,361
+185
+16% +$97.3K 0.5% 50
2022
Q2 		$604K Buy
1,176
+538
+84% +$270K 0.39% 57
2022
Q1 		$325K Buy
638
+4
+0.6% +$1.93K 0.19% 73
2021
Q4 		$318K Buy
634
+3
+0.5% +$1.36K 0.16% 86
2021
Q3 		$247K Buy
631
+28
+5% +$11.6K 0.14% 91
2021
Q2 		$241K Buy
603
+15
+3% +$5.98K 0.14% 94
2021
Q1 		$219K Buy
+588
New +$204K 0.14% 91

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

StrongBox Wealth's UNH Position: Q2 2026 in Review

StrongBox Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 317 shares worth $132K. The stake represents 0.04% of the portfolio and ranks #116 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in UNH as recently as Q1 2025.

StrongBox Wealth first reported a position in UNH in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.27M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • StrongBox Wealth held 317 shares of UnitedHealth worth $132K as of Q2 2026.
  • UnitedHealth was a new StrongBox Wealth position in Q2 2026.
  • UnitedHealth made up 0.04% of StrongBox Wealth's portfolio in Q2 2026, its #116 holding.
  • StrongBox Wealth first reported a position in UnitedHealth in Q1 2021 and has held it in 18 quarters since.
  • StrongBox Wealth's UnitedHealth position peaked at $2.27M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.