Vanguard Personalized Indexing Management
UNH icon

Vanguard Personalized Indexing Management’s UnitedHealth UNH Stock Holding History

Vanguard Personalized Indexing Management’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 		$56M Buy
134,704
+30,030
+29% +$11.1M 0.46% 30
2026
Q1 		$28.3M Sell
104,674
-11,531
-10% -$3.43M 0.28% 54
2025
Q4 		$38.4M Buy
116,205
+7,286
+7% +$2.47M 0.37% 36
2025
Q3 		$37.6M Buy
108,919
+8,421
+8% +$2.55M 0.39% 28
2025
Q2 		$31.4M Buy
100,498
+1,645
+2% +$629K 0.35% 35
2025
Q1 		$51.8M Buy
98,853
+243
+0.2% +$124K 0.76% 18
2024
Q4 		$49.9M Sell
98,610
-2,916
-3% -$1.66M 0.75% 17
2024
Q3 		$59.4M Buy
101,526
+17,687
+21% +$10M 0.96% 13
2024
Q2 		$42.6M Buy
83,839
+3,589
+4% +$1.76M 0.81% 13
2024
Q1 		$39.7M Buy
80,250
+4,648
+6% +$2.36M 0.85% 13
2023
Q4 		$39.8M Buy
75,602
+5,537
+8% +$2.95M 1.02% 12
2023
Q3 		$35.3M Buy
70,065
+6,607
+10% +$3.25M 1.06% 10
2023
Q2 		$30.5M Buy
63,458
+6,886
+12% +$3.37M 0.93% 11
2023
Q1 		$26.7M Buy
56,572
+2,253
+4% +$1.09M 0.93% 9
2022
Q4 		$28.8M Buy
54,319
+2,748
+5% +$1.46M 1.19% 5
2022
Q3 		$26M Buy
51,571
+4,641
+10% +$2.44M 1.18% 7
2022
Q2 		$24.1M Buy
46,930
+10,124
+28% +$5.08M 1.12% 7
2022
Q1 		$18.8M Buy
36,806
+6,374
+21% +$3.07M 0.91% 9
2021
Q4 		$15.3M Buy
30,432
+9,661
+47% +$4.37M 0.9% 9
2021
Q3 		$8.12M Buy
20,771
+3,077
+17% +$1.27M 0.73% 14
2021
Q2 		$7.08M Buy
17,694
+2,224
+14% +$887K 0.74% 12
2021
Q1 		$5.76M Buy
15,470
+3,836
+33% +$1.33M 0.87% 14
2020
Q4 		$4.08M Buy
11,634
+1,399
+14% +$469K 0.89% 16
2020
Q3 		$3.19M Buy
10,235
+1,626
+19% +$499K 0.9% 17
2020
Q2 		$2.54M Buy
8,609
+1,750
+26% +$501K 1.15% 13
2020
Q1 		$1.71M Buy
+6,859
New +$1.89M 1% 18

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

Vanguard Personalized Indexing Management's UNH Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its UnitedHealth (UNH) stake by 29% in Q2 2026, buying an estimated $11.1M and bringing the position to 134,704 shares worth $56M. The position accounts for 0.46% of the portfolio, ranked #30.

Vanguard Personalized Indexing Management first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $59.4M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Vanguard Personalized Indexing Management held 134,704 shares of UnitedHealth worth $56M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 30,030 UnitedHealth shares in Q2 2026, an estimated $11.1M.
  • UnitedHealth made up 0.46% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #30 holding.
  • Vanguard Personalized Indexing Management first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's UnitedHealth position peaked at $59.4M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.