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West Michigan Advisors’s UnitedHealth UNH Stock Holding History

West Michigan Advisors’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 		$1.57M Buy
3,783
+701
+23% +$260K 0.3% 82
2026
Q1 		$834K Buy
3,082
+727
+31% +$217K 0.18% 128
2025
Q4 		$777K Sell
2,355
-410
-15% -$139K 0.18% 125
2025
Q3 		$955K Buy
2,765
+578
+26% +$175K 0.23% 101
2025
Q2 		$682K Sell
2,187
-18
-0.8% -$6.88K 0.19% 92
2025
Q1 		$1.15M Sell
2,205
-806
-27% -$412K 0.38% 56
2024
Q4 		$1.52M Buy
3,011
+80
+3% +$45.5K 0.46% 48
2024
Q3 		$1.71M Buy
2,931
+561
+24% +$317K 0.52% 47
2024
Q2 		$1.21M Sell
2,370
-10
-0.4% -$4.9K 0.38% 48
2024
Q1 		$1.18M Buy
2,380
+53
+2% +$26.9K 0.38% 51
2023
Q4 		$1.22M Sell
2,327
-96
-4% -$51.2K 0.46% 48
2023
Q3 		$1.22M Sell
2,423
-22
-0.9% -$10.8K 0.65% 43
2023
Q2 		$1.18M Sell
2,445
-198
-7% -$96.8K 0.47% 60
2023
Q1 		$1.25M Buy
2,643
+1,397
+112% +$674K 0.71% 37
2022
Q4 		$661K Sell
1,246
-46
-4% -$24.4K 0.48% 46
2022
Q3 		$653K Sell
1,292
-1
-0.1% -$526 0.57% 43
2022
Q2 		$664K Buy
1,293
+95
+8% +$47.7K 0.57% 45
2022
Q1 		$611K Buy
1,198
+8
+0.7% +$3.86K 0.41% 54
2021
Q4 		$598K Buy
+1,190
New +$539K 0.45% 50

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

West Michigan Advisors's UNH Position: Q2 2026 in Review

West Michigan Advisors increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $260K and bringing the position to 3,783 shares worth $1.57M. The position accounts for 0.3% of the portfolio, ranked #82.

West Michigan Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • West Michigan Advisors held 3,783 shares of UnitedHealth worth $1.57M as of Q2 2026.
  • West Michigan Advisors bought 701 UnitedHealth shares in Q2 2026, an estimated $260K.
  • UnitedHealth made up 0.3% of West Michigan Advisors's portfolio in Q2 2026, its #82 holding.
  • West Michigan Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's UnitedHealth position peaked at $1.71M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.