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Wiregrass Investment Management’s UnitedHealth UNH Stock Holding History

Wiregrass Investment Management’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 		$1.19M Sell
2,865
-21,698
-88% -$8.04M 0.81% 37
2026
Q1 		$6.65M Sell
24,563
-8
-0% -$2.38K 5.51% 3
2025
Q4 		$8.11M Buy
+24,571
New +$8.33M 6.78% 1

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

Wiregrass Investment Management's UNH Position: Q2 2026 in Review

Wiregrass Investment Management reduced its UnitedHealth (UNH) stake by 88% in Q2 2026, selling an estimated $8.04M and leaving 2,865 shares worth $1.19M. The position accounts for 0.81% of the portfolio, ranked #37.

Wiregrass Investment Management first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.11M in Q4 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wiregrass Investment Management held 2,865 shares of UnitedHealth worth $1.19M as of Q2 2026.
  • Wiregrass Investment Management sold 21,698 UnitedHealth shares in Q2 2026, an estimated $8.04M.
  • UnitedHealth made up 0.81% of Wiregrass Investment Management's portfolio in Q2 2026, its #37 holding.
  • Wiregrass Investment Management first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Wiregrass Investment Management's UnitedHealth position peaked at $8.11M in Q4 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wiregrass Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.