XF
UNH icon

XML Financial’s UnitedHealth UNH Stock Holding History

XML Financial’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 		$502K Sell
1,207
-181
-13% -$67.1K 0.04% 281
2026
Q1 		$376K Buy
1,388
+112
+9% +$33.4K 0.03% 298
2025
Q4 		$421K Sell
1,276
-131
-9% -$44.4K 0.03% 280
2025
Q3 		$486K Sell
1,407
-1,260
-47% -$381K 0.04% 251
2025
Q2 		$832K Sell
2,667
-228
-8% -$87.1K 0.07% 192
2025
Q1 		$1.52M Sell
2,895
-61
-2% -$31.2K 0.14% 132
2024
Q4 		$1.5M Buy
2,956
+5
+0.2% +$2.84K 0.14% 137
2024
Q3 		$1.73M Sell
2,951
-29
-1% -$16.4K 0.16% 130
2024
Q2 		$1.52M Sell
2,980
-290
-9% -$142K 0.15% 137
2024
Q1 		$1.62M Sell
3,270
-248
-7% -$126K 0.17% 129
2023
Q4 		$1.85M Buy
3,518
+221
+7% +$118K 0.2% 117
2023
Q3 		$1.66M Buy
3,297
+442
+15% +$218K 0.2% 115
2023
Q2 		$1.37M Buy
2,855
+141
+5% +$68.9K 0.16% 132
2023
Q1 		$1.27M Buy
2,714
+47
+2% +$22.7K 0.15% 132
2022
Q4 		$1.41M Sell
2,667
-49
-2% -$26K 0.18% 124
2022
Q3 		$1.37M Buy
2,716
+456
+20% +$240K 0.19% 113
2022
Q2 		$1.16M Sell
2,260
-417
-16% -$209K 0.26% 77
2022
Q1 		$1.36M Buy
2,677
+368
+16% +$177K 0.16% 133
2021
Q4 		$1.16M Sell
2,309
-74
-3% -$33.5K 0.14% 144
2021
Q3 		$931K Buy
2,383
+165
+7% +$68.3K 0.12% 150
2021
Q2 		$888K Sell
2,218
-685
-24% -$273K 0.2% 96
2021
Q1 		$1.08M Buy
2,903
+202
+7% +$70K 0.26% 78
2020
Q4 		$947K Buy
2,701
+2
+0.1% +$670 0.25% 83
2020
Q3 		$841K Sell
2,699
-649
-19% -$199K 0.26% 82
2020
Q2 		$988K Sell
3,348
-1,323
-28% -$379K 0.34% 67
2020
Q1 		$1.17M Buy
4,671
+1,412
+43% +$389K 0.5% 51
2019
Q4 		$946K Buy
+3,259
New +$853K 0.34% 68

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

XML Financial's UNH Position: Q2 2026 in Review

XML Financial reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $67.1K and leaving 1,207 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #281.

XML Financial first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q4 2023. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • XML Financial held 1,207 shares of UnitedHealth worth $502K as of Q2 2026.
  • XML Financial sold 181 UnitedHealth shares in Q2 2026, an estimated $67.1K.
  • UnitedHealth made up 0.04% of XML Financial's portfolio in Q2 2026, its #281 holding.
  • XML Financial first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's UnitedHealth position peaked at $1.85M in Q4 2023.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.