4J Wealth Management’s UnitedHealth UNH Stock Holding History

4J 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	$216K	Buy	+519	New	+$192K	0.11%	104
2026 Q1	–	Sell	-738	Closed	-$244K	–	104
2025 Q4	$244K	Buy	738 +21	+3%	+$7.12K	0.14%	88
2025 Q3	$248K	Sell	717 -112	-14%	-$33.9K	0.15%	86
2025 Q2	$259K	Sell	829 -11	-1%	-$4.2K	0.17%	81
2025 Q1	$440K	Buy	840 +150	+22%	+$76.7K	0.35%	49
2024 Q4	$349K	Buy	690 +2	+0.3%	+$1.14K	0.28%	57
2024 Q3	$402K	Hold	688	–	–	0.31%	56
2024 Q2	$350K	Hold	688	–	–	0.29%	57
2024 Q1	$340K	Hold	688	–	–	0.29%	61
2023 Q4	$362K	Buy	688 +3	+0.4%	+$1.6K	0.33%	57
2023 Q3	$345K	Buy	685 +12	+2%	+$5.91K	0.34%	58
2023 Q2	$323K	Buy	673 +15	+2%	+$7.33K	0.31%	61
2023 Q1	$311K	Hold	658	–	–	0.33%	60
2022 Q4	$349K	Buy	658 +105	+19%	+$55.6K	0.41%	55
2022 Q3	$279K	Hold	553	–	–	0.36%	56
2022 Q2	$284K	Buy	553 +33	+6%	+$16.6K	0.36%	52
2022 Q1	$265K	Hold	520	–	–	0.23%	60
2021 Q4	$261K	Hold	520	–	–	0.22%	64
2021 Q3	$203K	Hold	520	–	–	0.18%	75
2021 Q2	$208K	Buy	+520	New	+$207K	0.18%	71

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

4J Wealth Management's UNH Position: Q2 2026 in Review

4J Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 519 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #104 among its holdings. This is a return to the name: 4J Wealth Management previously reported a position in UNH as recently as Q4 2025.

4J Wealth Management first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $440K in Q1 2025. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

4J Wealth Management held 519 shares of UnitedHealth worth $216K as of Q2 2026.
UnitedHealth was a new 4J Wealth Management position in Q2 2026.
UnitedHealth made up 0.11% of 4J Wealth Management's portfolio in Q2 2026, its #104 holding.
4J Wealth Management first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
4J Wealth Management's UnitedHealth position peaked at $440K in Q1 2025.
1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.