Wharton Business Group’s UnitedHealth UNH Stock Holding History

Wharton Business Group’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	$220K	Buy	+530	New	+$196K	0.01%	135
2025 Q2	–	Sell	-504	Closed	-$264K	–	143
2025 Q1	$264K	Hold	504	–	–	0.01%	122
2024 Q4	$255K	Hold	504	–	–	0.01%	121
2024 Q3	$295K	Hold	504	–	–	0.01%	123
2024 Q2	$257K	Hold	504	–	–	0.01%	124
2024 Q1	$249K	Hold	504	–	–	0.01%	122
2023 Q4	$265K	Sell	504 -500	-50%	-$267K	0.01%	117
2023 Q3	$506K	Hold	1,004	–	–	0.03%	94
2023 Q2	$483K	Hold	1,004	–	–	0.03%	90
2023 Q1	$474K	Hold	1,004	–	–	0.03%	93
2022 Q4	$532K	Hold	1,004	–	–	0.03%	90
2022 Q3	$507K	Hold	1,004	–	–	0.03%	85
2022 Q2	$516K	Hold	1,004	–	–	0.03%	83
2022 Q1	$512K	Hold	1,004	–	–	0.03%	87
2021 Q4	$504K	Hold	1,004	–	–	0.03%	94
2021 Q3	$392K	Hold	1,004	–	–	0.04%	52
2021 Q2	$402K	Hold	1,004	–	–	0.03%	90
2021 Q1	$374K	Hold	1,004	–	–	0.03%	93
2020 Q4	$352K	Buy	1,004 +18	+2%	+$6.03K	0.03%	91
2020 Q3	$307K	Hold	986	–	–	0.03%	89
2020 Q2	$291K	Sell	986 -28	-3%	-$8.02K	0.03%	91
2020 Q1	$253K	Sell	1,014 -22	-2%	-$6.05K	0.03%	89
2019 Q4	$305K	Hold	1,036	–	–	0.03%	91
2019 Q3	$225K	Hold	1,036	–	–	0.02%	93
2019 Q2	$253K	Buy	1,036 +28	+3%	+$6.74K	0.03%	89
2019 Q1	$249K	Sell	1,008 -12	-1%	-$3.06K	0.03%	89
2018 Q4	$254K	Hold	1,020	–	–	0.03%	86
2018 Q3	$271K	Hold	1,020	–	–	0.03%	90
2018 Q2	$250K	Buy	1,020 +12	+1%	+$2.88K	0.03%	92
2018 Q1	$216K	Hold	1,008	–	–	0.02%	95
2017 Q4	$222K	Buy	+1,008	New	+$214K	0.02%	100

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wharton Business Group's UNH Position: Q2 2026 in Review

Wharton Business Group opened a new position in UnitedHealth (UNH) in Q2 2026: 530 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Wharton Business Group previously reported a position in UNH as recently as Q1 2025.

Wharton Business Group first reported a position in UNH in Q4 2017 and has held it in 31 quarters since. The position peaked at $532K in Q4 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Wharton Business Group held 530 shares of UnitedHealth worth $220K as of Q2 2026.
UnitedHealth was a new Wharton Business Group position in Q2 2026.
UnitedHealth made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #135 holding.
Wharton Business Group first reported a position in UnitedHealth in Q4 2017 and has held it in 31 quarters since.
Wharton Business Group's UnitedHealth position peaked at $532K in Q4 2022.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.