WI
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Westbourne Investments’s UnitedHealth UNH Stock Holding History

Westbourne Investments’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 		$374K Buy
+900
New +$334K 0.15% 106
2026
Q1 		– Sell
-11,355
Closed -$3.75M – 161
2025
Q4 		$3.75M Sell
11,355
-305
-3% -$103K 1.74% 15
2025
Q3 		$3.98M Buy
+11,660
New +$3.53M 1.9% 13
2025
Q2 		– Sell
-815
Closed -$427K – 165
2025
Q1 		$427K Sell
815
-50
-6% -$25.6K 0.26% 81
2024
Q4 		$438K Buy
+865
New +$491K 0.26% 79

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

Westbourne Investments's UNH Position: Q2 2026 in Review

Westbourne Investments opened a new position in UnitedHealth (UNH) in Q2 2026: 900 shares worth $374K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings. This is a return to the name: Westbourne Investments previously reported a position in UNH as recently as Q4 2025.

Westbourne Investments first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.98M in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Westbourne Investments held 900 shares of UnitedHealth worth $374K as of Q2 2026.
  • UnitedHealth was a new Westbourne Investments position in Q2 2026.
  • UnitedHealth made up 0.15% of Westbourne Investments's portfolio in Q2 2026, its #106 holding.
  • Westbourne Investments first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Westbourne Investments's UnitedHealth position peaked at $3.98M in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.