4WM
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49 Wealth Management’s UnitedHealth UNH Stock Holding History

49 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 		– Sell
-3,201
Closed -$866K – 289
2026
Q1 		$866K Buy
3,201
+1,609
+101% +$479K 0.06% 85
2025
Q4 		$526K Buy
1,592
+735
+86% +$249K 0.04% 106
2025
Q3 		$296K Sell
857
-1,274
-60% -$385K 0.03% 150
2025
Q2 		$665K Buy
2,131
+371
+21% +$142K 0.07% 76
2025
Q1 		$922K Buy
1,760
+507
+40% +$259K 0.11% 63
2024
Q4 		$634K Buy
1,253
+94
+8% +$53.4K 0.09% 69
2024
Q3 		$678K Buy
1,159
+584
+102% +$330K 0.11% 69
2024
Q2 		$285K Buy
+575
New +$282K 0.06% 115

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

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

49 Wealth Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 3,201 shares — an estimated $866K sold.

49 Wealth Management first reported a position in UNH in Q2 2024 and held it in 8 quarters. The position peaked at $922K in Q1 2025. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • 49 Wealth Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 3,201 UnitedHealth shares in Q2 2026, an estimated $866K.
  • 49 Wealth Management first reported a position in UnitedHealth in Q2 2024 and held it in 8 quarters.
  • 49 Wealth Management's UnitedHealth position peaked at $922K in Q1 2025.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.