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Bravera Wealth’s UnitedHealth UNH Stock Holding History

Bravera 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 		$175K Sell
420
-53
-11% -$19.6K 0.07% 109
2026
Q1 		$128K Buy
473
+31
+7% +$9.23K 0.06% 141
2025
Q4 		$146K Buy
+442
New +$150K 0.07% 110

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

Bravera Wealth's UNH Position: Q2 2026 in Review

Bravera Wealth reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $19.6K and leaving 420 shares worth $175K. The position accounts for 0.07% of the portfolio, ranked #109.

Bravera Wealth first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bravera Wealth held 420 shares of UnitedHealth worth $175K as of Q2 2026.
  • Bravera Wealth sold 53 UnitedHealth shares in Q2 2026, an estimated $19.6K.
  • UnitedHealth made up 0.07% of Bravera Wealth's portfolio in Q2 2026, its #109 holding.
  • Bravera Wealth first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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