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Ariadne Wealth Management’s UnitedHealth UNH Stock Holding History

Ariadne 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 		$292K Buy
+703
New +$261K 0.13% 177
2026
Q1 		– Sell
-762
Closed -$217K – 271
2025
Q4 		$217K Buy
762
+44
+6% +$14.9K 0.09% 229
2025
Q3 		$239K Sell
718
-170
-19% -$51.4K 0.11% 203
2025
Q2 		$241K Buy
888
+87
+11% +$33.3K 0.12% 179
2025
Q1 		$305K Buy
801
+4
+0.5% +$2.04K 0.16% 140
2024
Q4 		$425K Buy
797
+84
+12% +$47.7K 0.19% 104
2024
Q3 		$432K Sell
713
-85
-11% -$48.1K 0.24% 83
2024
Q2 		$406K Buy
+798
New +$391K 0.31% 75

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Ariadne Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 703 shares worth $292K. The stake represents 0.13% of the portfolio and ranks #177 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in UNH as recently as Q4 2025.

Ariadne Wealth Management first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $432K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ariadne Wealth Management held 703 shares of UnitedHealth worth $292K as of Q2 2026.
  • UnitedHealth was a new Ariadne Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.13% of Ariadne Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Ariadne Wealth Management first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's UnitedHealth position peaked at $432K in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.