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Activest Wealth Management’s UnitedHealth UNH Stock Holding History

Activest 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 		$1M Sell
2,407
-1,447
-38% -$536K 0.19% 44
2026
Q1 		$1.04M Sell
3,854
-118
-3% -$35.1K 0.18% 49
2025
Q4 		$1.31M Buy
3,972
+946
+31% +$321K 0.24% 43
2025
Q3 		$1.04M Buy
3,026
+1,782
+143% +$539K 0.21% 52
2025
Q2 		$388K Buy
1,244
+857
+221% +$328K 0.09% 73
2025
Q1 		$203K Buy
387
+200
+107% +$102K 0.05% 94
2024
Q4 		$94.7K Buy
187
+5
+3% +$2.84K 0.03% 128
2024
Q3 		$106K Hold
182
– – 0.03% 117
2024
Q2 		$92.5K Sell
182
-28
-13% -$13.7K 0.03% 130
2024
Q1 		$104K Sell
210
-7
-3% -$3.56K 0.05% 79
2023
Q4 		$114K Sell
217
-26
-11% -$13.9K 0.06% 57
2023
Q3 		$122K Buy
243
+1
+0.4% +$492 0.08% 55
2023
Q2 		$93.9K Sell
242
-6
-2% -$2.93K 0.06% 44
2023
Q1 		$116K Buy
248
+4
+2% +$1.93K 0.07% 51
2022
Q4 		$129K Buy
244
+102
+72% +$54K 0.04% 115
2022
Q3 		$72K Buy
142
+14
+11% +$7.36K 0.02% 159
2022
Q2 		$66K Sell
128
-45
-26% -$22.6K 0.05% 83
2022
Q1 		$88K Buy
173
+99
+134% +$47.7K 0.06% 70
2021
Q4 		$37K Buy
74
+1
+1% +$453 0.02% 123
2021
Q3 		$29K Hold
73
– – 0.02% 147
2021
Q2 		$29K Hold
73
– – 0.02% 127
2021
Q1 		$27K Buy
+73
New +$25.3K 0.02% 130

Other funds holding UNH

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Activest Wealth Management reduced its UnitedHealth (UNH) stake by 38% in Q2 2026, selling an estimated $536K and leaving 2,407 shares worth $1M. The position accounts for 0.19% of the portfolio, ranked #44.

Activest Wealth Management first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.31M in Q4 2025. 1,190 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Activest Wealth Management held 2,407 shares of UnitedHealth worth $1M as of Q2 2026.
  • Activest Wealth Management sold 1,447 UnitedHealth shares in Q2 2026, an estimated $536K.
  • UnitedHealth made up 0.19% of Activest Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Activest Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's UnitedHealth position peaked at $1.31M in Q4 2025.
  • 1,190 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.