ZIG
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Zullo Investment Group’s UnitedHealth UNH Stock Holding History

Zullo Investment Group’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 		$1.54M Sell
3,712
-31
-0.8% -$11.5K 0.53% 47
2026
Q1 		$1.01M Buy
3,743
+198
+6% +$59K 0.38% 59
2025
Q4 		$1.17M Sell
3,545
-20
-0.6% -$6.78K 0.43% 52
2025
Q3 		$1.23M Sell
3,565
-419
-11% -$127K 0.46% 50
2025
Q2 		$1.24M Buy
3,984
+620
+18% +$237K 0.5% 48
2025
Q1 		$1.76M Buy
3,364
+15
+0.4% +$7.67K 0.76% 35
2024
Q4 		$1.69M Sell
3,349
-39
-1% -$22.2K 0.68% 36
2024
Q3 		$1.98M Buy
3,388
+37
+1% +$20.9K 0.82% 32
2024
Q2 		$1.71M Buy
3,351
+83
+3% +$40.7K 0.75% 36
2024
Q1 		$1.62M Buy
3,268
+46
+1% +$23.4K 0.76% 37
2023
Q4 		$1.7M Buy
3,222
+55
+2% +$29.3K 0.87% 29
2023
Q3 		$1.6M Buy
3,167
+166
+6% +$81.7K 0.94% 29
2023
Q2 		$1.44M Buy
3,001
+20
+0.7% +$9.78K 0.82% 30
2023
Q1 		$1.41M Buy
2,981
+10
+0.3% +$4.83K 0.88% 30
2022
Q4 		$1.58M Buy
2,971
+7
+0.2% +$3.71K 0.96% 22
2022
Q3 		$1.5M Sell
2,964
-111
-4% -$58.4K 0.97% 23
2022
Q2 		$1.58M Hold
3,075
– – 0.99% 23
2022
Q1 		$1.57M Buy
3,075
+220
+8% +$106K 0.81% 25
2021
Q4 		$1.43M Buy
+2,855
New +$1.29M 0.74% 26

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

Zullo Investment Group's UNH Position: Q2 2026 in Review

Zullo Investment Group reduced its UnitedHealth (UNH) stake by 0.83% in Q2 2026, selling an estimated $11.5K and leaving 3,712 shares worth $1.54M. The position accounts for 0.53% of the portfolio, ranked #47.

Zullo Investment Group first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Zullo Investment Group held 3,712 shares of UnitedHealth worth $1.54M as of Q2 2026.
  • Zullo Investment Group sold 31 UnitedHealth shares in Q2 2026, an estimated $11.5K.
  • UnitedHealth made up 0.53% of Zullo Investment Group's portfolio in Q2 2026, its #47 holding.
  • Zullo Investment Group first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's UnitedHealth position peaked at $1.98M in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.