BFWA
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Benchmark Financial Wealth Advisors’s UnitedHealth UNH Stock Holding History

Benchmark Financial 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 		$897K Sell
2,158
-155
-7% -$57.5K 0.22% 58
2026
Q1 		$626K Sell
2,313
-591
-20% -$176K 0.17% 69
2025
Q4 		$959K Buy
2,904
+229
+9% +$77.6K 0.28% 50
2025
Q3 		$924K Buy
2,675
+1,629
+156% +$493K 0.28% 50
2025
Q2 		$326K Buy
1,046
+29
+3% +$11.1K 0.11% 86
2025
Q1 		$533K Sell
1,017
-115
-10% -$58.8K 0.2% 57
2024
Q4 		$573K Buy
1,132
+6
+0.5% +$3.41K 0.18% 54
2024
Q3 		$658K Buy
1,126
+396
+54% +$224K 0.22% 50
2024
Q2 		$372K Sell
730
-45
-6% -$22.1K 0.14% 61
2024
Q1 		$383K Buy
775
+80
+12% +$40.7K 0.15% 58
2023
Q4 		$366K Buy
695
+53
+8% +$28.3K 0.16% 55
2023
Q3 		$324K Sell
642
-59
-8% -$29K 0.15% 48
2023
Q2 		$337K Sell
701
-33
-4% -$16.1K 0.16% 50
2023
Q1 		$347K Sell
734
-3
-0.4% -$1.45K 0.18% 44
2022
Q4 		$391K Sell
737
-7
-0.9% -$3.71K 0.21% 40
2022
Q3 		$376K Buy
744
+197
+36% +$104K 0.22% 42
2022
Q2 		$281K Sell
547
-155
-22% -$77.8K 0.14% 51
2022
Q1 		$358K Sell
702
-31
-4% -$15K 0.15% 49
2021
Q4 		$368K Buy
733
+31
+4% +$14K 0.15% 48
2021
Q3 		$274K Buy
702
+153
+28% +$63.4K 0.13% 52
2021
Q2 		$220K Buy
+549
New +$219K 0.11% 63

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

Benchmark Financial Wealth Advisors's UNH Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its UnitedHealth (UNH) stake by 6.7% in Q2 2026, selling an estimated $57.5K and leaving 2,158 shares worth $897K. The position accounts for 0.22% of the portfolio, ranked #58.

Benchmark Financial Wealth Advisors first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $959K in Q4 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 2,158 shares of UnitedHealth worth $897K as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 155 UnitedHealth shares in Q2 2026, an estimated $57.5K.
  • UnitedHealth made up 0.22% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Benchmark Financial Wealth Advisors first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
  • Benchmark Financial Wealth Advisors's UnitedHealth position peaked at $959K in Q4 2025.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.