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Arista Wealth Management’s UnitedHealth UNH Stock Holding History

Arista 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 		– Sell
-2,261
Closed -$612K – 292
2026
Q1 		$612K Buy
2,261
+1,057
+88% +$315K 0.07% 139
2025
Q4 		$397K Buy
+1,204
New +$408K 0.05% 159

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 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Arista Wealth Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,261 shares — an estimated $612K sold.

Arista Wealth Management first reported a position in UNH in Q4 2025 and held it in 2 quarters. The position peaked at $612K in Q1 2026. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Arista Wealth Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Arista Wealth Management sold 2,261 UnitedHealth shares in Q2 2026, an estimated $612K.
  • Arista Wealth Management first reported a position in UnitedHealth in Q4 2025 and held it in 2 quarters.
  • Arista Wealth Management's UnitedHealth position peaked at $612K in Q1 2026.
  • 1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.