4A
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4Wealth Advisors’s UnitedHealth UNH Stock Holding History

4Wealth Advisors’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 		$445K Buy
1,061
+56
+6% +$20.8K 0.34% 85
2026
Q1 		$263K Sell
1,005
-42
-4% -$12.5K 0.22% 117
2025
Q4 		$345K Sell
1,047
-20
-2% -$6.78K 0.29% 110
2025
Q3 		$368K Buy
1,067
+73
+7% +$22.1K 0.33% 97
2025
Q2 		$310K Buy
994
+350
+54% +$134K 0.31% 100
2025
Q1 		$337K Buy
644
+13
+2% +$6.65K 0.37% 99
2024
Q4 		$319K Buy
+631
New +$359K 0.32% 110

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

4Wealth Advisors's UNH Position: Q2 2026 in Review

4Wealth Advisors increased its UnitedHealth (UNH) stake by 5.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,061 shares worth $445K. The position accounts for 0.34% of the portfolio, ranked #85.

4Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • 4Wealth Advisors held 1,061 shares of UnitedHealth worth $445K as of Q2 2026.
  • 4Wealth Advisors bought 56 UnitedHealth shares in Q2 2026, an estimated $20.8K.
  • UnitedHealth made up 0.34% of 4Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • 4Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.