YDMI
UNH icon

Y.D. More Investments’s UnitedHealth UNH Stock Holding History

Y.D. More Investments’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 		$107K Sell
258
-106
-29% -$39.3K ﹤0.01% 273
2026
Q1 		$97.3K Sell
364
-3,204
-90% -$954K ﹤0.01% 259
2025
Q4 		$1.18M Sell
3,568
-104
-3% -$35.2K 0.06% 116
2025
Q3 		$1.27M Buy
3,672
+3,327
+964% +$1.01M 0.07% 109
2025
Q2 		$107K Sell
345
-397
-54% -$152K 0.01% 262
2025
Q1 		$379K Sell
742
-570
-43% -$291K 0.03% 164
2024
Q4 		$663K Sell
1,312
-1,796
-58% -$1.02M 0.06% 128
2024
Q3 		$1.82M Buy
3,108
+1,620
+109% +$916K 0.19% 84
2024
Q2 		$758K Sell
1,488
-764
-34% -$374K 0.08% 117
2024
Q1 		$1.11M Buy
2,252
+180
+9% +$91.5K 0.2% 81
2023
Q4 		$1.09M Buy
2,072
+260
+14% +$139K 0.21% 75
2023
Q3 		$913K Sell
1,812
-9
-0.5% -$4.43K 0.18% 84
2023
Q2 		$875K Buy
1,821
+548
+43% +$268K 0.2% 71
2023
Q1 		$601K Buy
1,273
+125
+11% +$60.3K 0.14% 75
2022
Q4 		$608K Buy
+1,148
New +$608K 0.15% 91

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 $3.38T AUM 44.17% 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

Y.D. More Investments's UNH Position: Q2 2026 in Review

Y.D. More Investments reduced its UnitedHealth (UNH) stake by 29% in Q2 2026, selling an estimated $39.3K and leaving 258 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Y.D. More Investments first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Y.D. More Investments held 258 shares of UnitedHealth worth $107K as of Q2 2026.
  • Y.D. More Investments sold 106 UnitedHealth shares in Q2 2026, an estimated $39.3K.
  • UnitedHealth made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #273 holding.
  • Y.D. More Investments first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's UnitedHealth position peaked at $1.82M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.