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Abound Wealth Management’s UnitedHealth UNH Stock Holding History

Abound 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 		$113K Sell
271
-498
-65% -$185K 0.02% 147
2026
Q1 		$208K Buy
769
+454
+144% +$135K 0.05% 87
2025
Q4 		$104K Buy
315
+71
+29% +$24.1K 0.02% 135
2025
Q3 		$84.2K Buy
244
+29
+13% +$8.77K 0.02% 154
2025
Q2 		$67K Sell
215
-50
-19% -$19.1K 0.02% 168
2025
Q1 		$139K Sell
265
-1
-0.4% -$511 0.05% 89
2024
Q4 		$135K Buy
266
+1
+0.4% +$568 0.04% 84
2024
Q3 		$155K Hold
265
– – 0.05% 73
2024
Q2 		$135K Sell
265
-38
-13% -$18.6K 0.05% 73
2024
Q1 		$150K Sell
303
-8
-3% -$4.07K 0.06% 69
2023
Q4 		$164K Buy
311
+16
+5% +$8.53K 0.07% 68
2023
Q3 		$149K Buy
295
+35
+13% +$17.2K 0.06% 63
2023
Q2 		$125K Buy
260
+55
+27% +$26.9K 0.05% 67
2023
Q1 		$97.1K Buy
205
+4
+2% +$1.93K 0.04% 75
2022
Q4 		$107K Sell
201
-47
-19% -$24.9K 0.05% 63
2022
Q3 		$125K Buy
+248
New +$130K 0.07% 54

Other funds holding UNH

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 22.94% 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
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Abound Wealth Management reduced its UnitedHealth (UNH) stake by 65% in Q2 2026, selling an estimated $185K and leaving 271 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #147.

Abound Wealth Management first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. The position peaked at $208K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Abound Wealth Management held 271 shares of UnitedHealth worth $113K as of Q2 2026.
  • Abound Wealth Management sold 498 UnitedHealth shares in Q2 2026, an estimated $185K.
  • UnitedHealth made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Abound Wealth Management first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's UnitedHealth position peaked at $208K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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