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B.O.S.S. Retirement Advisors’s UnitedHealth UNH Stock Holding History

B.O.S.S. Retirement 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 		$573K Buy
1,378
+40
+3% +$14.8K 0.15% 86
2026
Q1 		$362K Sell
1,338
-36
-3% -$10.7K 0.11% 121
2025
Q4 		$454K Sell
1,374
-468
-25% -$159K 0.14% 100
2025
Q3 		$636K Sell
1,842
-67
-4% -$20.3K 0.15% 108
2025
Q2 		$595K Sell
1,909
-133
-7% -$50.8K 0.15% 112
2025
Q1 		$1.07M Buy
2,042
+194
+10% +$99.2K 0.31% 66
2024
Q4 		$935K Sell
1,848
-10,373
-85% -$5.89M 0.26% 77
2024
Q3 		$7.15M Buy
12,221
+1,597
+15% +$903K 1.44% 13
2024
Q2 		$5.41M Buy
10,624
+3,924
+59% +$1.92M 1.38% 12
2024
Q1 		$3.53M Sell
6,700
-1,354
-17% -$688K 1.35% 17
2023
Q4 		$4.24M Buy
8,054
+692
+9% +$369K 0.82% 25
2023
Q3 		$3.71M Buy
7,362
+1,054
+17% +$519K 0.8% 26
2023
Q2 		$3.03M Sell
6,308
-1,485
-19% -$726K 0.64% 35
2023
Q1 		$3.68M Buy
7,793
+516
+7% +$249K 0.87% 21
2022
Q4 		$3.86M Buy
+7,277
New +$3.85M 0.99% 15

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
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

B.O.S.S. Retirement Advisors's UNH Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its UnitedHealth (UNH) stake by 3% in Q2 2026, buying an estimated $14.8K and bringing the position to 1,378 shares worth $573K. The position accounts for 0.15% of the portfolio, ranked #86.

B.O.S.S. Retirement Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.15M in Q3 2024. 1,793 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 1,378 shares of UnitedHealth worth $573K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 40 UnitedHealth shares in Q2 2026, an estimated $14.8K.
  • UnitedHealth made up 0.15% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #86 holding.
  • B.O.S.S. Retirement Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's UnitedHealth position peaked at $7.15M in Q3 2024.
  • 1,793 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.