BW
UNH icon

Balance Wealth’s UnitedHealth UNH Stock Holding History

Balance Wealth’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 		$325K Sell
783
-376
-32% -$139K 0.09% 124
2026
Q1 		$314K Buy
1,159
+12
+1% +$3.57K 0.1% 118
2025
Q4 		$379K Sell
1,147
-108
-9% -$36.6K 0.12% 104
2025
Q3 		$433K Buy
1,255
+253
+25% +$76.5K 0.11% 99
2025
Q2 		$313K Buy
1,002
+184
+22% +$70.3K 0.18% 84
2025
Q1 		$428K Buy
+818
New +$418K 0.28% 79

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Balance Wealth's UNH Position: Q2 2026 in Review

Balance Wealth reduced its UnitedHealth (UNH) stake by 32% in Q2 2026, selling an estimated $139K and leaving 783 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #124.

Balance Wealth first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $433K in Q3 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Balance Wealth held 783 shares of UnitedHealth worth $325K as of Q2 2026.
  • Balance Wealth sold 376 UnitedHealth shares in Q2 2026, an estimated $139K.
  • UnitedHealth made up 0.09% of Balance Wealth's portfolio in Q2 2026, its #124 holding.
  • Balance Wealth first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's UnitedHealth position peaked at $433K in Q3 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.