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ARQ Wealth Advisors’s UnitedHealth UNH Stock Holding History

ARQ 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 		$443K Buy
1,026
+138
+16% +$51.1K 0.05% 161
2026
Q1 		$240K Buy
888
+256
+41% +$76.2K 0.04% 172
2025
Q4 		$209K Sell
632
-294
-32% -$99.6K 0.06% 132
2025
Q3 		$320K Buy
+926
New +$280K 0.09% 115

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

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

ARQ Wealth Advisors increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $51.1K and bringing the position to 1,026 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #161.

ARQ Wealth Advisors first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • ARQ Wealth Advisors held 1,026 shares of UnitedHealth worth $443K as of Q2 2026.
  • ARQ Wealth Advisors bought 138 UnitedHealth shares in Q2 2026, an estimated $51.1K.
  • UnitedHealth made up 0.05% of ARQ Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • ARQ Wealth Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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