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Westfuller Advisors’s UnitedHealth UNH Stock Holding History

Westfuller 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 		$94.9K Buy
228
+69
+43% +$25.6K 0.03% 238
2026
Q1 		$42.9K Sell
159
-16
-9% -$4.76K 0.02% 289
2025
Q4 		$57.7K Sell
175
-3
-2% -$1.02K 0.02% 282
2025
Q3 		$61.5K Buy
+178
New +$53.8K 0.03% 268

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

Westfuller Advisors's UNH Position: Q2 2026 in Review

Westfuller Advisors increased its UnitedHealth (UNH) stake by 43% in Q2 2026, buying an estimated $25.6K and bringing the position to 228 shares worth $94.9K. The position accounts for 0.03% of the portfolio, ranked #238.

Westfuller Advisors first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Westfuller Advisors held 228 shares of UnitedHealth worth $94.9K as of Q2 2026.
  • Westfuller Advisors bought 69 UnitedHealth shares in Q2 2026, an estimated $25.6K.
  • UnitedHealth made up 0.03% of Westfuller Advisors's portfolio in Q2 2026, its #238 holding.
  • Westfuller Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.