VV
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Verity & Verity’s UnitedHealth UNH Stock Holding History

Verity & Verity’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 		$1.06M Sell
2,558
-373
-13% -$138K 0.07% 78
2026
Q1 		$793K Sell
2,931
-295
-9% -$87.9K 0.06% 80
2025
Q4 		$1.06M Buy
+3,226
New +$1.09M 0.08% 80
2025
Q3 		– Sell
-2,576
Closed -$804K – 139
2025
Q2 		$804K Buy
2,576
+367
+17% +$140K 0.07% 88
2025
Q1 		$1.16M Buy
2,209
+157
+8% +$80.3K 0.1% 76
2024
Q4 		$1.04M Buy
2,052
+553
+37% +$314K 0.09% 78
2024
Q3 		$876K Buy
1,499
+154
+11% +$87.1K 0.09% 73
2024
Q2 		$685K Buy
1,345
+692
+106% +$339K 0.07% 72
2024
Q1 		$323K Buy
653
+44
+7% +$22.4K 0.04% 92
2023
Q4 		$321K Buy
609
+45
+8% +$24K 0.04% 89
2023
Q3 		$284K Buy
564
+73
+15% +$35.9K 0.04% 86
2023
Q2 		$236K Sell
491
-882
-64% -$431K 0.03% 94
2023
Q1 		$649K Sell
1,373
-562
-29% -$271K 0.08% 80
2022
Q4 		$1.03M Buy
+1,935
New +$1.02M 0.13% 79
2020
Q1 		– Sell
-1,432
Closed -$421K – 109
2019
Q4 		$421K Buy
1,432
+120
+9% +$31.4K 0.08% 90
2019
Q3 		$291K Buy
1,312
+355
+37% +$85.7K 0.06% 101
2019
Q2 		$234K Sell
957
-78
-8% -$18.8K 0.05% 103
2019
Q1 		$256K Buy
+1,035
New +$264K 0.06% 107

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

Verity & Verity's UNH Position: Q2 2026 in Review

Verity & Verity reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $138K and leaving 2,558 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #78.

Verity & Verity first reported a position in UNH in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.16M in Q1 2025. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Verity & Verity held 2,558 shares of UnitedHealth worth $1.06M as of Q2 2026.
  • Verity & Verity sold 373 UnitedHealth shares in Q2 2026, an estimated $138K.
  • UnitedHealth made up 0.07% of Verity & Verity's portfolio in Q2 2026, its #78 holding.
  • Verity & Verity first reported a position in UnitedHealth in Q1 2019 and has held it in 18 quarters since.
  • Verity & Verity's UnitedHealth position peaked at $1.16M in Q1 2025.
  • 3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.