AWM
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Athena Wealth Management’s UnitedHealth UNH Stock Holding History

Athena 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 		$1.23M Buy
2,968
+1,022
+53% +$379K 0.92% 23
2026
Q1 		$527K Buy
1,946
+729
+60% +$217K 0.43% 56
2025
Q4 		$402K Buy
+1,217
New +$412K 0.39% 60

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Athena Wealth Management increased its UnitedHealth (UNH) stake by 53% in Q2 2026, buying an estimated $379K and bringing the position to 2,968 shares worth $1.23M. The position accounts for 0.92% of the portfolio, ranked #23.

Athena Wealth Management first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 834 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Athena Wealth Management held 2,968 shares of UnitedHealth worth $1.23M as of Q2 2026.
  • Athena Wealth Management bought 1,022 UnitedHealth shares in Q2 2026, an estimated $379K.
  • UnitedHealth made up 0.92% of Athena Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Athena Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 834 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.