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Amplius Wealth Advisors’s UnitedHealth UNH Stock Holding History

Amplius 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 		$678K Sell
1,632
-114
-7% -$42.3K 0.05% 103
2026
Q1 		$473K Sell
1,746
-330
-16% -$98.3K 0.04% 111
2025
Q4 		$685K Sell
2,076
-21
-1% -$7.12K 0.06% 91
2025
Q3 		$724K Sell
2,097
-2,007
-49% -$607K 0.06% 91
2025
Q2 		$1.28M Buy
4,104
+3,029
+282% +$1.16M 0.12% 70
2025
Q1 		$563K Sell
1,075
-18
-2% -$9.2K 0.06% 105
2024
Q4 		$553K Buy
1,093
+115
+12% +$65.3K 0.06% 99
2024
Q3 		$572K Buy
978
+31
+3% +$17.5K 0.06% 92
2024
Q2 		$482K Sell
947
-8
-0.8% -$3.92K 0.05% 100
2024
Q1 		$473K Sell
955
-38
-4% -$19.3K 0.05% 102
2023
Q4 		$523K Buy
993
+38
+4% +$20.3K 0.06% 96
2023
Q3 		$482K Sell
955
-61
-6% -$30K 0.06% 96
2023
Q2 		$488K Buy
1,016
+45
+5% +$22K 0.07% 99
2023
Q1 		$459K Buy
971
+58
+6% +$28K 0.07% 103
2022
Q4 		$484K Sell
913
-989
-52% -$524K 0.08% 88
2022
Q3 		$960K Buy
1,902
+100
+6% +$52.6K 0.17% 60
2022
Q2 		$926K Sell
1,802
-122
-6% -$61.3K 0.15% 62
2022
Q1 		$981K Sell
1,924
-357
-16% -$172K 0.15% 63
2021
Q4 		$1.15M Buy
+2,281
New +$1.03M 0.16% 63

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

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

Amplius Wealth Advisors reduced its UnitedHealth (UNH) stake by 6.5% in Q2 2026, selling an estimated $42.3K and leaving 1,632 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #103.

Amplius Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q2 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Amplius Wealth Advisors held 1,632 shares of UnitedHealth worth $678K as of Q2 2026.
  • Amplius Wealth Advisors sold 114 UnitedHealth shares in Q2 2026, an estimated $42.3K.
  • UnitedHealth made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Amplius Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's UnitedHealth position peaked at $1.28M in Q2 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.