Wallace Capital Management’s UnitedHealth UNH Stock Holding History

Wallace Capital 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	$881K	Hold	2,119	–	–	0.1%	45
2026 Q1	$573K	Sell	2,119 -45	-2%	-$13.4K	0.07%	48
2025 Q4	$714K	Buy	2,164 +45	+2%	+$15.3K	0.09%	44
2025 Q3	$732K	Hold	2,119	–	–	0.09%	43
2025 Q2	$661K	Hold	2,119	–	–	0.09%	42
2025 Q1	$1.11M	Hold	2,119	–	–	0.14%	39
2024 Q4	$1.07M	Hold	2,119	–	–	0.15%	38
2024 Q3	$1.24M	Buy	2,119 +19	+0.9%	+$10.7K	0.17%	37
2024 Q2	$1.07M	Hold	2,100	–	–	0.16%	40
2024 Q1	$1.04M	Hold	2,100	–	–	0.14%	41
2023 Q4	$1.11M	Hold	2,100	–	–	0.16%	38
2023 Q3	$1.06M	Sell	2,100 -50	-2%	-$24.6K	0.16%	39
2023 Q2	$1.03M	Buy	+2,150	New	+$1.05M	0.16%	47

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

Wallace Capital Management's UNH Position: Q2 2026 in Review

Wallace Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 2,119 shares worth $881K. The position accounts for 0.1% of the portfolio, ranked #45.

Wallace Capital Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.24M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wallace Capital Management held 2,119 shares of UnitedHealth worth $881K as of Q2 2026.
Wallace Capital Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.1% of Wallace Capital Management's portfolio in Q2 2026, its #45 holding.
Wallace Capital Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
Wallace Capital Management's UnitedHealth position peaked at $1.24M in Q3 2024.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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