VW
UNH icon

Vance Wealth’s UnitedHealth UNH Stock Holding History

Vance 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 		$278K Buy
+668
New +$248K 0.06% 115
2025
Q2 		– Sell
-429
Closed -$225K – 120
2025
Q1 		$225K Buy
429
+31
+8% +$15.8K 0.08% 95
2024
Q4 		$201K Buy
398
+17
+4% +$9.66K 0.08% 98
2024
Q3 		$223K Buy
+381
New +$215K 0.08% 90

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

Vance Wealth's UNH Position: Q2 2026 in Review

Vance Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 668 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Vance Wealth previously reported a position in UNH as recently as Q1 2025.

Vance Wealth first reported a position in UNH in Q3 2024 and has held it in 4 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vance Wealth held 668 shares of UnitedHealth worth $278K as of Q2 2026.
  • UnitedHealth was a new Vance Wealth position in Q2 2026.
  • UnitedHealth made up 0.06% of Vance Wealth's portfolio in Q2 2026, its #115 holding.
  • Vance Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 4 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.