Thrive Capital Management (Pennsylvania)’s UnitedHealth UNH Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$200K	Buy	+482	New	+$179K	0.04%	170
2025 Q4	–	Sell	-651	Closed	-$225K	–	184
2025 Q3	$225K	Buy	+651	New	+$197K	0.06%	164
2024 Q4	–	Sell	-406	Closed	-$238K	–	168
2024 Q3	$238K	Sell	406 -11	-3%	-$6.22K	0.11%	168
2024 Q2	$212K	Sell	417 -24	-5%	-$11.8K	0.1%	172
2024 Q1	$218K	Sell	441 -117	-21%	-$59.5K	0.12%	113
2023 Q4	$294K	Buy	+558	New	+$298K	0.16%	100

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

Thrive Capital Management (Pennsylvania)'s UNH Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) opened a new position in UnitedHealth (UNH) in Q2 2026: 482 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #170 among its holdings. This is a return to the name: Thrive Capital Management (Pennsylvania) previously reported a position in UNH as recently as Q3 2025.

Thrive Capital Management (Pennsylvania) first reported a position in UNH in Q4 2023 and has held it in 6 quarters since. The position peaked at $294K in Q4 2023. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 482 shares of UnitedHealth worth $200K as of Q2 2026.
UnitedHealth was a new Thrive Capital Management (Pennsylvania) position in Q2 2026.
UnitedHealth made up 0.04% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #170 holding.
Thrive Capital Management (Pennsylvania) first reported a position in UnitedHealth in Q4 2023 and has held it in 6 quarters since.
Thrive Capital Management (Pennsylvania)'s UnitedHealth position peaked at $294K in Q4 2023.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.