Winthrop Partners - WNY’s UnitedHealth UNH Stock Holding History

Winthrop Partners - WNY’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	$740K	Buy	1,780 +22	+1%	+$8.15K	0.37%	55
2026 Q1	$476K	Sell	1,758 -99	-5%	-$29.5K	0.25%	65
2025 Q4	$613K	Buy	+1,857	New	+$629K	0.33%	61
2019 Q3	$207K	Hold	952	–	–	0.14%	110
2019 Q2	$232K	Hold	952	–	–	0.17%	94
2019 Q1	$234K	Sell	952 -138	-13%	-$35.2K	0.18%	93
2018 Q4	$272K	Sell	1,090 -40	-4%	-$10.6K	0.25%	78
2018 Q3	$301K	Sell	1,130 -140	-11%	-$36.4K	0.24%	89
2018 Q2	$312K	Hold	1,270	–	–	0.26%	88
2018 Q1	$283K	Hold	1,270	–	–	0.22%	102
2017 Q4	$286K	Buy	+1,270	New	+$269K	0.23%	101

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

Winthrop Partners - WNY's UNH Position: Q2 2026 in Review

Winthrop Partners - WNY increased its UnitedHealth (UNH) stake by 1.3% in Q2 2026, buying an estimated $8.15K and bringing the position to 1,780 shares worth $740K. The position accounts for 0.37% of the portfolio, ranked #55.

Winthrop Partners - WNY first reported a position in UNH in Q4 2017 and has held it in 11 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Winthrop Partners - WNY held 1,780 shares of UnitedHealth worth $740K as of Q2 2026.
Winthrop Partners - WNY bought 22 UnitedHealth shares in Q2 2026, an estimated $8.15K.
UnitedHealth made up 0.37% of Winthrop Partners - WNY's portfolio in Q2 2026, its #55 holding.
Winthrop Partners - WNY first reported a position in UnitedHealth in Q4 2017 and has held it in 11 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.