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Westshore Wealth’s UnitedHealth UNH Stock Holding History

Westshore Wealth’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 		$324K Buy
779
+38
+5% +$14.1K 0.1% 76
2026
Q1 		$201K Buy
741
+134
+22% +$39.9K 0.07% 98
2025
Q4 		$200K Sell
607
-79
-12% -$26.8K 0.07% 101
2025
Q3 		$237K Sell
686
-55
-7% -$16.6K 0.08% 86
2025
Q2 		$231K Hold
741
– – 0.09% 82
2025
Q1 		$388K Buy
741
+1
+0.1% +$511 0.16% 56
2024
Q4 		$375K Hold
740
– – 0.15% 55
2024
Q3 		$433K Hold
740
– – 0.18% 46
2024
Q2 		$377K Hold
740
– – 0.16% 47
2024
Q1 		$366K Buy
740
+1
+0.1% +$508 0.15% 52
2023
Q4 		$389K Sell
739
-29
-4% -$15.5K 0.18% 45
2023
Q3 		$387K Buy
768
+17
+2% +$8.37K 0.22% 38
2023
Q2 		$361K Hold
751
– – 0.18% 49
2023
Q1 		$355K Buy
751
+1
+0.1% +$483 0.19% 56
2022
Q4 		$398K Hold
750
– – 0.23% 53
2022
Q3 		$379K Hold
750
– – 0.26% 41
2022
Q2 		$385K Hold
750
– – 0.25% 47
2022
Q1 		$382K Buy
750
+67
+10% +$32.3K 0.26% 50
2021
Q4 		$343K Hold
683
– – 0.24% 57
2021
Q3 		$267K Sell
683
-1,512
-69% -$626K 0.22% 65
2021
Q2 		$879K Buy
2,195
+200
+10% +$79.7K 0.45% 41
2021
Q1 		$742K Buy
+1,995
New +$691K 0.42% 39

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

Westshore Wealth's UNH Position: Q2 2026 in Review

Westshore Wealth increased its UnitedHealth (UNH) stake by 5.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 779 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #76.

Westshore Wealth first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $879K in Q2 2021. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Westshore Wealth held 779 shares of UnitedHealth worth $324K as of Q2 2026.
  • Westshore Wealth bought 38 UnitedHealth shares in Q2 2026, an estimated $14.1K.
  • UnitedHealth made up 0.1% of Westshore Wealth's portfolio in Q2 2026, its #76 holding.
  • Westshore Wealth first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • Westshore Wealth's UnitedHealth position peaked at $879K in Q2 2021.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.