4WM
UNH icon

44 Wealth Management’s UnitedHealth UNH Stock Holding History

44 Wealth 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 		$2.9M Buy
6,967
+5,669
+437% +$2.1M 0.96% 25
2026
Q1 		$351K Sell
1,298
-432
-25% -$129K 0.12% 153
2025
Q4 		$571K Buy
1,730
+385
+29% +$130K 0.19% 134
2025
Q3 		$464K Sell
1,345
-795
-37% -$240K 0.16% 146
2025
Q2 		$668K Buy
2,140
+630
+42% +$241K 0.24% 123
2025
Q1 		$791K Buy
1,510
+201
+15% +$103K 0.3% 104
2024
Q4 		$662K Buy
1,309
+21
+2% +$11.9K 0.25% 109
2024
Q3 		$727K Buy
+1,288
New +$729K 0.26% 109
2023
Q2 		$750K Sell
1,560
-34
-2% -$16.6K 0.26% 84
2023
Q1 		$753K Sell
1,594
-291
-15% -$140K 0.26% 86
2022
Q4 		$999K Sell
1,885
-157
-8% -$83.2K 0.35% 72
2022
Q3 		$1.03M Sell
2,042
-958
-32% -$504K 0.42% 63
2022
Q2 		$1.54M Buy
3,000
+262
+10% +$132K 0.6% 47
2022
Q1 		$1.4M Sell
2,738
-252
-8% -$122K 0.5% 54
2021
Q4 		$1.5M Sell
2,990
-50
-2% -$22.6K 0.52% 49
2021
Q3 		$1.19M Buy
3,040
+282
+10% +$117K 0.45% 57
2021
Q2 		$1.1M Buy
2,758
+85
+3% +$33.9K 0.42% 61
2021
Q1 		$995K Buy
2,673
+1,163
+77% +$403K 0.42% 58
2020
Q4 		$530K Buy
+1,510
New +$506K 0.24% 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

44 Wealth Management's UNH Position: Q2 2026 in Review

44 Wealth Management increased its UnitedHealth (UNH) stake by 437% in Q2 2026, buying an estimated $2.1M and bringing the position to 6,967 shares worth $2.9M. The position accounts for 0.96% of the portfolio, ranked #25.

44 Wealth Management first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • 44 Wealth Management held 6,967 shares of UnitedHealth worth $2.9M as of Q2 2026.
  • 44 Wealth Management bought 5,669 UnitedHealth shares in Q2 2026, an estimated $2.1M.
  • UnitedHealth made up 0.96% of 44 Wealth Management's portfolio in Q2 2026, its #25 holding.
  • 44 Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.