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Westmount Partners’s UnitedHealth UNH Stock Holding History

Westmount Partners’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 		$299K Buy
+718
New +$266K 0.07% 214
2026
Q1 		– Sell
-621
Closed -$205K – 282
2025
Q4 		$205K Sell
621
-412
-40% -$140K 0.05% 238
2025
Q3 		$360K Sell
1,033
-24
-2% -$7.26K 0.09% 171
2025
Q2 		$330K Buy
1,057
+418
+65% +$160K 0.09% 177
2025
Q1 		$334K Sell
639
-57
-8% -$29.1K 0.1% 169
2024
Q4 		$352K Sell
696
-10
-1% -$5.68K 0.11% 150
2024
Q3 		$413K Sell
706
-17
-2% -$9.62K 0.12% 135
2024
Q2 		$357K Sell
723
-46
-6% -$22.5K 0.12% 139
2024
Q1 		$381K Sell
769
-92
-11% -$46.8K 0.14% 141
2023
Q4 		$453K Sell
861
-17
-2% -$9.07K 0.19% 113
2023
Q3 		$443K Buy
878
+7
+0.8% +$3.44K 0.2% 117
2023
Q2 		$419K Buy
871
+38
+5% +$18.6K 0.18% 114
2023
Q1 		$394K Buy
833
+12
+1% +$5.79K 0.18% 118
2022
Q4 		$435K Buy
+821
New +$435K 0.23% 104

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

Westmount Partners's UNH Position: Q2 2026 in Review

Westmount Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 718 shares worth $299K. The stake represents 0.07% of the portfolio and ranks #214 among its holdings. This is a return to the name: Westmount Partners previously reported a position in UNH as recently as Q4 2025.

Westmount Partners first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $453K in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Westmount Partners held 718 shares of UnitedHealth worth $299K as of Q2 2026.
  • UnitedHealth was a new Westmount Partners position in Q2 2026.
  • UnitedHealth made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #214 holding.
  • Westmount Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Westmount Partners's UnitedHealth position peaked at $453K in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.