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A4 Wealth Advisors’s UnitedHealth UNH Stock Holding History

A4 Wealth 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 		– Sell
-915
Closed -$248K – 114
2026
Q1 		$248K Sell
915
-317
-26% -$94.4K 0.2% 83
2025
Q4 		$407K Sell
1,232
-850
-41% -$288K 0.35% 57
2025
Q3 		$719K Buy
+2,082
New +$630K 0.61% 44

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

A4 Wealth Advisors's UNH Position: Q2 2026 in Review

A4 Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 915 shares — an estimated $248K sold.

A4 Wealth Advisors first reported a position in UNH in Q3 2025 and held it in 3 quarters. The position peaked at $719K in Q3 2025. 1,984 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • A4 Wealth Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • A4 Wealth Advisors sold 915 UnitedHealth shares in Q2 2026, an estimated $248K.
  • A4 Wealth Advisors first reported a position in UnitedHealth in Q3 2025 and held it in 3 quarters.
  • A4 Wealth Advisors's UnitedHealth position peaked at $719K in Q3 2025.
  • 1,984 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.