Swisher Financial Concepts’s UnitedHealth UNH Stock Holding History

Swisher Financial Concepts’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	$128K	Sell	307 -653	-68%	-$242K	0.08%	83
2026 Q1	$260K	Buy	960 +50	+5%	+$14.9K	0.15%	84
2025 Q4	$300K	Sell	910 -15	-2%	-$5.08K	0.17%	73
2025 Q3	$319K	Sell	925 -6	-0.6%	-$1.81K	0.19%	66
2025 Q2	$290K	Hold	931	–	–	0.19%	73
2025 Q1	$488K	Buy	931 +163	+21%	+$83.3K	0.4%	44
2024 Q4	$389K	Sell	768 -575	-43%	-$327K	0.46%	37
2024 Q3	$731K	Buy	1,343 +682	+103%	+$386K	0.46%	34
2024 Q2	$329K	Sell	661 -22	-3%	-$10.8K	0.33%	55
2024 Q1	$306K	Sell	683 -22	-3%	-$11.2K	0.27%	60
2023 Q4	$365K	Buy	+705	New	+$376K	0.35%	49

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

Swisher Financial Concepts's UNH Position: Q2 2026 in Review

Swisher Financial Concepts reduced its UnitedHealth (UNH) stake by 68% in Q2 2026, selling an estimated $242K and leaving 307 shares worth $128K. The position accounts for 0.08% of the portfolio, ranked #83.

Swisher Financial Concepts first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $731K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Swisher Financial Concepts held 307 shares of UnitedHealth worth $128K as of Q2 2026.
Swisher Financial Concepts sold 653 UnitedHealth shares in Q2 2026, an estimated $242K.
UnitedHealth made up 0.08% of Swisher Financial Concepts's portfolio in Q2 2026, its #83 holding.
Swisher Financial Concepts first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's UnitedHealth position peaked at $731K in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.