Union Heritage Capital’s UnitedHealth UNH Stock Holding History

Union Heritage Capital’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	$1.53M	Hold	3,692	–	–	0.52%	50
2026 Q1	$999K	Hold	3,692	–	–	0.37%	53
2025 Q4	$1.22M	Sell	3,692 -486	-12%	-$165K	0.41%	51
2025 Q3	$1.44M	Sell	4,178 -5,300	-56%	-$1.6M	0.47%	52
2025 Q2	$2.96M	Hold	9,478	–	–	1.03%	35
2025 Q1	$4.96M	Hold	9,478	–	–	1.85%	19
2024 Q4	$4.79M	Hold	9,478	–	–	1.77%	20
2024 Q3	$5.54M	Hold	9,478	–	–	2.04%	17
2024 Q2	$4.83M	Hold	9,478	–	–	1.9%	19
2024 Q1	$4.69M	Buy	9,478 +1,578	+20%	+$802K	1.86%	22
2023 Q4	$4.16M	Hold	7,900	–	–	2.16%	16
2023 Q3	$3.98M	Hold	7,900	–	–	2.26%	14
2023 Q2	$3.8M	Hold	7,900	–	–	2.06%	19
2023 Q1	$3.73M	Hold	7,900	–	–	2.27%	18
2022 Q4	$4.19M	Hold	7,900	–	–	2.55%	14
2022 Q3	$3.99M	Hold	7,900	–	–	2.65%	11
2022 Q2	$4.06M	Hold	7,900	–	–	2.61%	12
2022 Q1	$4.03M	Sell	7,900 -100	-1%	-$48.2K	2.24%	15
2021 Q4	$4.02M	Hold	8,000	–	–	1.88%	18
2021 Q3	$3.13M	Hold	8,000	–	–	1.47%	25
2021 Q2	$3.2M	Hold	8,000	–	–	1.5%	24
2021 Q1	$2.98M	Buy	+8,000	New	+$2.77M	1.48%	23

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

Union Heritage Capital's UNH Position: Q2 2026 in Review

Union Heritage Capital held its UnitedHealth (UNH) position steady in Q2 2026 at 3,692 shares worth $1.53M. The position accounts for 0.52% of the portfolio, ranked #50.

Union Heritage Capital first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.54M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Union Heritage Capital held 3,692 shares of UnitedHealth worth $1.53M as of Q2 2026.
Union Heritage Capital left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.52% of Union Heritage Capital's portfolio in Q2 2026, its #50 holding.
Union Heritage Capital first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
Union Heritage Capital's UnitedHealth position peaked at $5.54M in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.