Walsh & Associates’s UnitedHealth UNH Stock Holding History

Walsh & Associates’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	–	Sell	-2	Closed	-$541	–	301
2026 Q1	$541	Buy	+2	New	+$596	﹤0.01%	229

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

Walsh & Associates's UNH Position: Q2 2026 in Review

Walsh & Associates sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2 shares — an estimated $541 sold.

Walsh & Associates first reported a position in UNH in Q1 2026 and held it in 1 quarter. The position peaked at $541 in Q1 2026. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Walsh & Associates reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Walsh & Associates sold 2 UnitedHealth shares in Q2 2026, an estimated $541.
Walsh & Associates first reported a position in UnitedHealth in Q1 2026 and held it in 1 quarter.
Walsh & Associates's UnitedHealth position peaked at $541 in Q1 2026.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.