SFS
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Sunrise Financial Services’s UnitedHealth UNH Stock Holding History

Sunrise Financial Services’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 		$4.57K Hold
11
– – ﹤0.01% 286
2026
Q1 		$2.98K Hold
11
– – ﹤0.01% 343
2025
Q4 		$3.63K Buy
+11
New +$3.73K ﹤0.01% 283

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

Sunrise Financial Services's UNH Position: Q2 2026 in Review

Sunrise Financial Services held its UnitedHealth (UNH) position steady in Q2 2026 at 11 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Sunrise Financial Services first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sunrise Financial Services held 11 shares of UnitedHealth worth $4.57K as of Q2 2026.
  • Sunrise Financial Services left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #286 holding.
  • Sunrise Financial Services first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.