Blake Schutter Theil Wealth Advisors’s UnitedHealth UNH Stock Holding History

Blake Schutter Theil 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	$401K	Buy	966 +50	+5%	+$18.5K	0.27%	76
2026 Q1	$248K	Buy	916 +68	+8%	+$20.3K	0.2%	98
2025 Q4	$280K	Sell	848 -15	-2%	-$5.08K	0.23%	91
2025 Q3	$298K	Buy	+863	New	+$261K	0.29%	86
2024 Q4	–	Sell	-2,002	Closed	-$1.17M	–	160
2024 Q3	$1.17M	Buy	+2,002	New	+$1.13M	0.84%	28

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's UNH Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its UnitedHealth (UNH) stake by 5.5% in Q2 2026, buying an estimated $18.5K and bringing the position to 966 shares worth $401K. The position accounts for 0.27% of the portfolio, ranked #76.

Blake Schutter Theil Wealth Advisors first reported a position in UNH in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 966 shares of UnitedHealth worth $401K as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
UnitedHealth made up 0.27% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Blake Schutter Theil Wealth Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 5 quarters since.
Blake Schutter Theil Wealth Advisors's UnitedHealth position peaked at $1.17M in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.