Ameliora Wealth Management’s UnitedHealth UNH Stock Holding History

Ameliora 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	$1.66M	Hold	4,000	–	–	0.49%	40
2026 Q1	$1.08M	Hold	4,000	–	–	0.35%	49
2025 Q4	$1.32M	Hold	4,000	–	–	0.4%	44
2025 Q3	$1.38M	Hold	4,000	–	–	0.46%	40
2025 Q2	$1.25M	Sell	4,000 -964	-19%	-$368K	0.45%	40
2025 Q1	$2.6M	Buy	4,964 +45	+0.9%	+$23K	0.98%	26
2024 Q4	$2.49M	Hold	4,919	–	–	0.93%	26
2024 Q3	$2.88M	Buy	4,919 +27	+0.6%	+$15.3K	1.2%	25
2024 Q2	$2.49M	Buy	4,892 +50	+1%	+$24.5K	1.13%	31
2024 Q1	$2.4M	Hold	4,842	–	–	1.09%	30
2023 Q4	$2.55M	Buy	4,842 +808	+20%	+$431K	1.27%	27
2023 Q3	$2.03M	Hold	4,034	–	–	1.21%	30
2023 Q2	$1.94M	Hold	4,034	–	–	1.2%	30
2023 Q1	$1.91M	Sell	4,034 -356	-8%	-$172K	1.11%	31
2022 Q4	$2.33M	Buy	4,390 +34	+0.8%	+$18K	1.25%	29
2022 Q3	$2.18M	Buy	+4,356	New	+$2.29M	1.18%	26

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

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

Ameliora Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 4,000 shares worth $1.66M. The position accounts for 0.49% of the portfolio, ranked #40.

Ameliora Wealth Management first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.88M in Q3 2024. 1,846 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Ameliora Wealth Management held 4,000 shares of UnitedHealth worth $1.66M as of Q2 2026.
Ameliora Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.49% of Ameliora Wealth Management's portfolio in Q2 2026, its #40 holding.
Ameliora Wealth Management first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's UnitedHealth position peaked at $2.88M in Q3 2024.
1,846 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.