Brady Martz Wealth Solutions’s UnitedHealth UNH Stock Holding History

Brady Martz Wealth Solutions’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	$579K	Buy	1,392 +500	+56%	+$185K	0.09%	135
2026 Q1	$241K	Sell	892 -440	-33%	-$131K	0.04%	175
2025 Q4	$440K	Sell	1,332 -68	-5%	-$23K	0.08%	138
2025 Q3	$483K	Sell	1,400 -2	-0.1%	-$605	0.09%	120
2025 Q2	$437K	Sell	1,402 -390	-22%	-$149K	0.08%	122
2025 Q1	$938K	Sell	1,792 -7	-0.4%	-$3.58K	0.21%	89
2024 Q4	$978K	Buy	+1,799	New	+$1.02M	0.24%	82

Other funds holding UNH

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Brady Martz Wealth Solutions's UNH Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its UnitedHealth (UNH) stake by 56% in Q2 2026, buying an estimated $185K and bringing the position to 1,392 shares worth $579K. The position accounts for 0.09% of the portfolio, ranked #135.

Brady Martz Wealth Solutions first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $978K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Brady Martz Wealth Solutions held 1,392 shares of UnitedHealth worth $579K as of Q2 2026.
Brady Martz Wealth Solutions bought 500 UnitedHealth shares in Q2 2026, an estimated $185K.
UnitedHealth made up 0.09% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #135 holding.
Brady Martz Wealth Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's UnitedHealth position peaked at $978K in Q4 2024.
1,100 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.