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Waters Parkerson & Co’s UnitedHealth UNH Stock Holding History

Waters Parkerson & Co’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 		$347K Hold
836
– – 0.02% 162
2026
Q1 		$226K Sell
836
-528
-39% -$157K 0.01% 175
2025
Q4 		$450K Buy
1,364
+264
+24% +$89.5K 0.02% 141
2025
Q3 		$380K Sell
1,100
-600
-35% -$181K 0.02% 146
2025
Q2 		$530K Buy
1,700
+574
+51% +$219K 0.03% 130
2025
Q1 		$590K Sell
1,126
-100
-8% -$51.1K 0.03% 124
2024
Q4 		$620K Buy
1,226
+126
+11% +$71.6K 0.03% 122
2024
Q3 		$643K Hold
1,100
– – 0.03% 120
2024
Q2 		$560K Sell
1,100
-105
-9% -$51.5K 0.03% 115
2024
Q1 		$596K Buy
1,205
+86
+8% +$43.7K 0.03% 119
2023
Q4 		$589K Buy
1,119
+574
+105% +$306K 0.03% 116
2023
Q3 		$275K Sell
545
-237
-30% -$117K 0.02% 149
2023
Q2 		$376K Sell
782
-4
-0.5% -$1.96K 0.02% 135
2023
Q1 		$371K Buy
786
+4
+0.5% +$1.93K 0.02% 129
2022
Q4 		$415K Hold
782
– – 0.03% 126
2022
Q3 		$395K Hold
782
– – 0.03% 124
2022
Q2 		$402K Sell
782
-9
-1% -$4.52K 0.03% 122
2022
Q1 		$403K Sell
791
-40
-5% -$19.3K 0.02% 134
2021
Q4 		$417K Buy
831
+49
+6% +$22.2K 0.02% 137
2021
Q3 		$306K Sell
782
-25
-3% -$10.4K 0.02% 151
2021
Q2 		$323K Buy
807
+25
+3% +$9.97K 0.02% 145
2021
Q1 		$291K Sell
782
-25
-3% -$8.66K 0.02% 150
2020
Q4 		$283K Buy
+807
New +$271K 0.02% 147

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 $3.38T AUM 44.17% 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

Waters Parkerson & Co's UNH Position: Q2 2026 in Review

Waters Parkerson & Co held its UnitedHealth (UNH) position steady in Q2 2026 at 836 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #162.

Waters Parkerson & Co first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $643K in Q3 2024. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Waters Parkerson & Co held 836 shares of UnitedHealth worth $347K as of Q2 2026.
  • Waters Parkerson & Co left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.02% of Waters Parkerson & Co's portfolio in Q2 2026, its #162 holding.
  • Waters Parkerson & Co first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Waters Parkerson & Co's UnitedHealth position peaked at $643K in Q3 2024.
  • 3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.