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Wellington Shields & Co’s UnitedHealth UNH Stock Holding History

Wellington Shields & 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 		$1.18M Sell
2,837
-575
-17% -$213K 0.26% 88
2026
Q1 		$923K Buy
3,412
+1,432
+72% +$426K 0.24% 95
2025
Q4 		$654K Buy
1,980
+1,044
+112% +$354K 0.16% 117
2025
Q3 		$323K Buy
936
+575
+159% +$174K 0.08% 181
2025
Q2 		$113K Buy
361
+66
+22% +$25.2K 0.03% 252
2025
Q1 		$155K Buy
295
+54
+22% +$27.6K 0.05% 225
2024
Q4 		$122K Buy
241
+36
+18% +$20.5K 0.04% 237
2024
Q3 		$120K Sell
205
-33
-14% -$18.7K 0.04% 251
2024
Q2 		$121K Sell
238
-214
-47% -$105K 0.04% 244
2024
Q1 		$224K Sell
452
-166
-27% -$84.4K 0.07% 199
2023
Q4 		$325K Hold
618
– – 0.12% 154
2023
Q3 		$312K Sell
618
-232
-27% -$114K 0.08% 153
2023
Q2 		$409K Buy
850
+24
+3% +$11.7K 0.1% 128
2023
Q1 		$390K Sell
826
-256
-24% -$124K 0.09% 136
2022
Q4 		$574K Buy
1,082
+322
+42% +$171K 0.13% 106
2022
Q3 		$384K Buy
760
+230
+43% +$121K 0.17% 125
2022
Q2 		$272K Buy
530
+130
+33% +$65.3K 0.07% 160
2022
Q1 		$204K Hold
400
– – 0.07% 207
2021
Q4 		$201K Buy
+400
New +$181K 0.04% 216

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

Wellington Shields & Co's UNH Position: Q2 2026 in Review

Wellington Shields & Co reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $213K and leaving 2,837 shares worth $1.18M. The position accounts for 0.26% of the portfolio, ranked #88.

Wellington Shields & Co first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wellington Shields & Co held 2,837 shares of UnitedHealth worth $1.18M as of Q2 2026.
  • Wellington Shields & Co sold 575 UnitedHealth shares in Q2 2026, an estimated $213K.
  • UnitedHealth made up 0.26% of Wellington Shields & Co's portfolio in Q2 2026, its #88 holding.
  • Wellington Shields & Co first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.