180 Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $272K | Sell |
655
-1,175
| -64% | -$436K | 0.03% | 402 |
|
|
2026
Q1 | $495K | Buy |
1,830
+555
| +44% | +$165K | 0.06% | 282 |
|
|
2025
Q4 | $421K | Buy |
1,275
+68
| +6% | +$23K | 0.05% | 292 |
|
|
2025
Q3 | $417K | Buy |
1,207
+304
| +34% | +$91.9K | 0.05% | 291 |
|
|
2025
Q2 | $282K | Buy |
903
+196
| +28% | +$74.9K | 0.04% | 347 |
|
|
2025
Q1 | $370K | Sell |
707
-55
| -7% | -$28.1K | 0.06% | 273 |
|
|
2024
Q4 | $386K | Sell |
762
-1,367
| -64% | -$777K | 0.06% | 274 |
|
|
2024
Q3 | $1.24M | Sell |
2,129
-40
| -2% | -$22.6K | 0.2% | 110 |
|
|
2024
Q2 | $1.09M | Buy |
2,169
+230
| +12% | +$113K | 0.18% | 114 |
|
|
2024
Q1 | $959K | Buy |
1,939
+563
| +41% | +$286K | 0.17% | 122 |
|
|
2023
Q4 | $742K | Sell |
1,376
-3,774
| -73% | -$2.01M | 0.15% | 138 |
|
|
2023
Q3 | $2.6M | Buy |
5,150
+190
| +4% | +$93.5K | 0.58% | 39 |
|
|
2023
Q2 | $2.37M | Sell |
4,960
-50
| -1% | -$24.4K | 0.52% | 49 |
|
|
2023
Q1 | $2.37M | Sell |
5,010
-1,153
| -19% | -$556K | 0.55% | 49 |
|
|
2022
Q4 | $3.04M | Sell |
6,163
-196
| -3% | -$104K | 0.71% | 31 |
|
|
2022
Q3 | $3.21M | Buy |
6,359
+513
| +9% | +$270K | 0.88% | 23 |
|
|
2022
Q2 | $3.02M | Sell |
5,846
-274
| -4% | -$138K | 0.77% | 28 |
|
|
2022
Q1 | $3.29M | Buy |
6,120
+579
| +10% | +$279K | 0.72% | 31 |
|
|
2021
Q4 | $2.56M | Buy |
5,541
+53
| +1% | +$24K | 0.57% | 42 |
|
|
2021
Q3 | $2.35M | Buy |
5,488
+126
| +2% | +$52.2K | 0.52% | 49 |
|
|
2021
Q2 | $2.21M | Sell |
5,362
-101
| -2% | -$40.3K | 0.5% | 53 |
|
|
2021
Q1 | $2.25M | Sell |
5,463
-109
| -2% | -$37.8K | 0.56% | 44 |
|
|
2020
Q4 | $1.96M | Buy |
5,572
+55
| +1% | +$18.4K | 0.57% | 46 |
|
|
2020
Q3 | $1.78M | Buy |
5,517
+52
| +1% | +$16K | 0.67% | 33 |
|
|
2020
Q2 | $1.68M | Sell |
5,465
-21
| -0.4% | -$6.02K | 0.67% | 33 |
|
|
2020
Q1 | $1.32M | Buy |
5,486
+303
| +6% | +$83.4K | 0.68% | 33 |
|
|
2019
Q4 | $1.54M | Buy |
5,183
+331
| +7% | +$86.6K | 0.61% | 36 |
|
|
2019
Q3 | $1.08M | Buy |
4,852
+420
| +9% | +$101K | 0.48% | 56 |
|
|
2019
Q2 | $1.1M | Buy |
4,432
+477
| +12% | +$115K | 0.5% | 54 |
|
|
2019
Q1 | $942K | Buy |
3,955
+2,028
| +105% | +$517K | 0.43% | 62 |
|
|
2018
Q4 | $513K | Hold |
1,927
| – | – | 0.24% | 127 |
|
|
2018
Q3 | $513K | Buy |
1,927
+491
| +34% | +$128K | 0.24% | 128 |
|
|
2018
Q2 | $352K | Sell |
1,436
-226
| -14% | -$54.3K | 0.17% | 156 |
|
|
2018
Q1 | $355K | Buy |
+1,662
| New | +$380K | 0.18% | 144 |
|
Other funds holding UNH
VAM
180 Wealth Advisors's UNH Position: Q2 2026 in Review
180 Wealth Advisors reduced its UnitedHealth (UNH) stake by 64% in Q2 2026, selling an estimated $436K and leaving 655 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #402.
180 Wealth Advisors first reported a position in UNH in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.29M in Q1 2022. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- 180 Wealth Advisors held 655 shares of UnitedHealth worth $272K as of Q2 2026.
- 180 Wealth Advisors sold 1,175 UnitedHealth shares in Q2 2026, an estimated $436K.
- UnitedHealth made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #402 holding.
- 180 Wealth Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 34 quarters since.
- 180 Wealth Advisors's UnitedHealth position peaked at $3.29M in Q1 2022.
- 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.