Zhang Financial’s UnitedHealth UNH Stock Holding History

Zhang 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	$1.3M	Buy	3,128 +19	+0.6%	+$7.04K	0.04%	172
2026 Q1	$841K	Buy	+3,109	New	+$926K	0.03%	205
2025 Q2	–	Sell	-611	Closed	-$320K	–	313
2025 Q1	$320K	Sell	611 -14	-2%	-$7.16K	0.02%	240
2024 Q4	$316K	Sell	625 -42	-6%	-$23.9K	0.02%	236
2024 Q3	$390K	Buy	667 +102	+18%	+$57.7K	0.02%	213
2024 Q2	$288K	Sell	565 -25	-4%	-$12.3K	0.02%	227
2024 Q1	$292K	Buy	590 +127	+27%	+$64.6K	0.02%	225
2023 Q4	$244K	Buy	+463	New	+$247K	0.02%	237
2023 Q1	–	Sell	-445	Closed	-$236K	–	234
2022 Q4	$236K	Buy	445 +47	+12%	+$24.9K	0.03%	209
2022 Q3	$201K	Buy	+398	New	+$209K	0.03%	208
2022 Q2	–	Sell	-450	Closed	-$229K	–	232
2022 Q1	$229K	Sell	450 -5	-1%	-$2.41K	0.04%	198
2021 Q4	$228K	Buy	+455	New	+$206K	0.04%	186
2019 Q1	–	Sell	-817	Closed	-$204K	–	89
2018 Q4	$204K	Buy	+817	New	+$216K	0.1%	78

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

Zhang Financial's UNH Position: Q2 2026 in Review

Zhang Financial increased its UnitedHealth (UNH) stake by 0.61% in Q2 2026, buying an estimated $7.04K and bringing the position to 3,128 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #172.

Zhang Financial first reported a position in UNH in Q4 2018 and has held it in 13 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Zhang Financial held 3,128 shares of UnitedHealth worth $1.3M as of Q2 2026.
Zhang Financial bought 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
UnitedHealth made up 0.04% of Zhang Financial's portfolio in Q2 2026, its #172 holding.
Zhang Financial first reported a position in UnitedHealth in Q4 2018 and has held it in 13 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.