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Yoffe Investment Management’s UnitedHealth UNH Stock Holding History

Yoffe 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 		$855K Hold
2,058
– – 0.98% 33
2026
Q1 		$557K Hold
2,058
– – 0.71% 54
2025
Q4 		$679K Buy
2,058
+1
+0% +$339 0.87% 38
2025
Q3 		$710K Hold
2,057
– – 0.92% 36
2025
Q2 		$642K Buy
2,057
+1
+0% +$382 0.88% 36
2025
Q1 		$1.08M Hold
2,056
– – 1.58% 13
2024
Q4 		$1.04M Buy
+2,056
New +$1.17M 1.54% 13

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

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

Yoffe Investment Management held its UnitedHealth (UNH) position steady in Q2 2026 at 2,058 shares worth $855K. The position accounts for 0.98% of the portfolio, ranked #33.

Yoffe Investment Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Yoffe Investment Management held 2,058 shares of UnitedHealth worth $855K as of Q2 2026.
  • Yoffe Investment Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.98% of Yoffe Investment Management's portfolio in Q2 2026, its #33 holding.
  • Yoffe Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's UnitedHealth position peaked at $1.08M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.