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Baker Tilly Wealth Management’s UnitedHealth UNH Stock Holding History

Baker Tilly 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 		$449K Sell
1,080
-1
-0.1% -$371 0.1% 178
2026
Q1 		$293K Buy
1,081
+28
+3% +$8.34K 0.07% 214
2025
Q4 		$348K Buy
1,053
+1
+0.1% +$339 0.09% 202
2025
Q3 		$363K Sell
1,052
-199
-16% -$60.2K 0.08% 188
2025
Q2 		$390K Sell
1,251
-25
-2% -$9.55K 0.14% 154
2025
Q1 		$668K Buy
1,276
+65
+5% +$33.2K 0.26% 95
2024
Q4 		$613K Sell
1,211
-153
-11% -$86.9K 0.24% 102
2024
Q3 		$798K Sell
1,364
-697
-34% -$394K 0.35% 69
2024
Q2 		$1.05M Sell
2,061
-3,032
-60% -$1.49M 0.43% 45
2024
Q1 		$2.52M Sell
5,093
-245
-5% -$125K 0.46% 49
2023
Q4 		$2.81M Sell
5,338
-990
-16% -$528K 0.46% 40
2023
Q3 		$3.19M Sell
6,328
-5,955
-48% -$2.93M 0.53% 37
2023
Q2 		$5.9M Buy
12,283
+706
+6% +$345K 0.62% 34
2023
Q1 		$5.47M Buy
11,577
+15
+0.1% +$7.24K 0.62% 37
2022
Q4 		$6.13M Sell
11,562
-656
-5% -$347K 0.75% 21
2022
Q3 		$6.17M Sell
12,218
-756
-6% -$398K 0.84% 15
2022
Q2 		$6.66M Sell
12,974
-1,246
-9% -$626K 0.87% 17
2022
Q1 		$7.25M Buy
14,220
+1,401
+11% +$676K 0.8% 19
2021
Q4 		$6.44M Buy
12,819
+1,324
+12% +$599K 0.69% 24
2021
Q3 		$4.49M Buy
11,495
+1,293
+13% +$536K 0.59% 29
2021
Q2 		$4.08M Buy
10,202
+1,334
+15% +$532K 0.66% 29
2021
Q1 		$3.3M Buy
8,868
+2,434
+38% +$843K 0.68% 27
2020
Q4 		$2.26M Buy
+6,434
New +$2.16M 0.7% 33

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

Baker Tilly Wealth Management's UNH Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its UnitedHealth (UNH) stake by 0.09% in Q2 2026, selling an estimated $371 and leaving 1,080 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #178.

Baker Tilly Wealth Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.25M in Q1 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Baker Tilly Wealth Management held 1,080 shares of UnitedHealth worth $449K as of Q2 2026.
  • Baker Tilly Wealth Management sold 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.1% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Baker Tilly Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's UnitedHealth position peaked at $7.25M in Q1 2022.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.