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Bennett Associates Wealth Management’s UnitedHealth UNH Stock Holding History

Bennett Associates 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 		$394K Buy
+948
New +$351K 0.24% 37
2025
Q2 		– Sell
-462
Closed -$242K – 53
2025
Q1 		$242K Sell
462
-190
-29% -$97.1K 0.2% 42
2024
Q4 		$330K Buy
652
+233
+56% +$132K 0.27% 34
2024
Q3 		$245K Buy
419
+20
+5% +$11.3K 0.2% 41
2024
Q2 		$203K Buy
+399
New +$196K 0.18% 41

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bennett Associates Wealth Management's UNH Position: Q2 2026 in Review

Bennett Associates Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 948 shares worth $394K. The stake represents 0.24% of the portfolio and ranks #37 among its holdings. This is a return to the name: Bennett Associates Wealth Management previously reported a position in UNH as recently as Q1 2025.

Bennett Associates Wealth Management first reported a position in UNH in Q2 2024 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bennett Associates Wealth Management held 948 shares of UnitedHealth worth $394K as of Q2 2026.
  • UnitedHealth was a new Bennett Associates Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.24% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Bennett Associates Wealth Management first reported a position in UnitedHealth in Q2 2024 and has held it in 5 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.