Abacus Wealth Partners’s UnitedHealth UNH Stock Holding History

Abacus Wealth Partners’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	$624K	Sell	1,502 -1,066	-42%	-$395K	0.07%	120
2026 Q1	$695K	Buy	2,568 +48	+2%	+$14.3K	0.06%	152
2025 Q4	$832K	Buy	+2,520	New	+$854K	0.08%	125
2023 Q3	–	Sell	-756	Closed	-$363K	–	86
2023 Q2	$363K	Buy	756 +81	+12%	+$39.6K	0.11%	57
2023 Q1	$334K	Buy	+675	New	+$326K	0.11%	58
2021 Q4	–	Sell	-542	Closed	-$212K	–	132
2021 Q3	$212K	Sell	542 -61	-10%	-$25.3K	0.08%	104
2021 Q2	$242K	Buy	603 +30	+5%	+$12K	0.09%	94
2021 Q1	$213K	Buy	+573	New	+$199K	0.15%	103

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Abacus Wealth Partners's UNH Position: Q2 2026 in Review

Abacus Wealth Partners reduced its UnitedHealth (UNH) stake by 42% in Q2 2026, selling an estimated $395K and leaving 1,502 shares worth $624K. The position accounts for 0.07% of the portfolio, ranked #120.

Abacus Wealth Partners first reported a position in UNH in Q1 2021 and has held it in 8 quarters since. The position peaked at $832K in Q4 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Abacus Wealth Partners held 1,502 shares of UnitedHealth worth $624K as of Q2 2026.
Abacus Wealth Partners sold 1,066 UnitedHealth shares in Q2 2026, an estimated $395K.
UnitedHealth made up 0.07% of Abacus Wealth Partners's portfolio in Q2 2026, its #120 holding.
Abacus Wealth Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 8 quarters since.
Abacus Wealth Partners's UnitedHealth position peaked at $832K in Q4 2025.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.