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Apollon Wealth Management’s UnitedHealth UNH Stock Holding History

Apollon 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 		$13.3M Buy
32,118
+2,603
+9% +$965K 0.16% 123
2026
Q1 		$7.99M Sell
29,515
-3,710
-11% -$1.1M 0.13% 147
2025
Q4 		$11M Sell
33,225
-1,366
-4% -$463K 0.19% 104
2025
Q3 		$11.9M Buy
34,591
+7,050
+26% +$2.13M 0.21% 94
2025
Q2 		$8.59M Sell
27,541
-4,968
-15% -$1.9M 0.17% 116
2025
Q1 		$17M Buy
32,509
+975
+3% +$498K 0.37% 51
2024
Q4 		$16M Buy
31,534
+1,824
+6% +$1.04M 0.37% 53
2024
Q3 		$17.4M Sell
29,710
-2,330
-7% -$1.32M 0.49% 40
2024
Q2 		$16.3M Sell
32,040
-389
-1% -$191K 0.5% 43
2024
Q1 		$16M Sell
32,429
-327
-1% -$166K 0.51% 41
2023
Q4 		$17.2M Buy
32,756
+10,828
+49% +$5.77M 0.6% 34
2023
Q3 		$11.1M Sell
21,928
-859
-4% -$423K 0.56% 36
2023
Q2 		$11M Buy
22,787
+3,387
+17% +$1.66M 0.53% 30
2023
Q1 		$9.17M Sell
19,400
-571
-3% -$276K 0.56% 30
2022
Q4 		$10.6M Buy
19,971
+402
+2% +$213K 0.75% 18
2022
Q3 		$9.88M Buy
19,569
+1,252
+7% +$658K 0.81% 15
2022
Q2 		$9.41M Buy
18,317
+8
+0% +$4.02K 0.78% 18
2022
Q1 		$9.34M Buy
18,309
+65
+0.4% +$31.4K 0.66% 19
2021
Q4 		$9.16M Buy
18,244
+2,863
+19% +$1.3M 0.68% 24
2021
Q3 		$6.01M Buy
15,381
+2,297
+18% +$951K 0.82% 20
2021
Q2 		$5.24M Sell
13,084
-1,801
-12% -$718K 0.94% 17
2021
Q1 		$5.54M Buy
14,885
+11,455
+334% +$3.97M 1.07% 16
2020
Q4 		$1.2M Sell
3,430
-484
-12% -$162K 0.33% 70
2020
Q3 		$1.22M Buy
3,914
+1,287
+49% +$395K 0.55% 40
2020
Q2 		$775K Buy
+2,627
New +$753K 0.43% 38
2020
Q1 		– Sell
-782
Closed -$223K – 83
2019
Q4 		$223K Buy
+782
New +$205K 0.2% 63

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
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Apollon Wealth Management increased its UnitedHealth (UNH) stake by 8.8% in Q2 2026, buying an estimated $965K and bringing the position to 32,118 shares worth $13.3M. The position accounts for 0.16% of the portfolio, ranked #123.

Apollon Wealth Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.4M in Q3 2024. 1,710 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Apollon Wealth Management held 32,118 shares of UnitedHealth worth $13.3M as of Q2 2026.
  • Apollon Wealth Management bought 2,603 UnitedHealth shares in Q2 2026, an estimated $965K.
  • UnitedHealth made up 0.16% of Apollon Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Apollon Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Apollon Wealth Management's UnitedHealth position peaked at $17.4M in Q3 2024.
  • 1,710 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.