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Winter & Associates’s UnitedHealth UNH Stock Holding History

Winter & Associates’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 		$431K Buy
1,037
+1
+0.1% +$371 0.32% 44
2026
Q1 		$291K Sell
1,036
-16
-2% -$4.76K 0.26% 65
2025
Q4 		$347K Buy
+1,052
New +$357K 0.32% 59

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

Winter & Associates's UNH Position: Q2 2026 in Review

Winter & Associates increased its UnitedHealth (UNH) stake by 0.1% in Q2 2026, buying an estimated $371 and bringing the position to 1,037 shares worth $431K. The position accounts for 0.32% of the portfolio, ranked #44.

Winter & Associates first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Winter & Associates held 1,037 shares of UnitedHealth worth $431K as of Q2 2026.
  • Winter & Associates bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.32% of Winter & Associates's portfolio in Q2 2026, its #44 holding.
  • Winter & Associates first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.