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Broadway Wealth Solutions’s UnitedHealth UNH Stock Holding History

Broadway 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 		$208K Buy
+500
New +$185K 0.1% 89
2025
Q2 		– Sell
-1,151
Closed -$603K – 99
2025
Q1 		$603K Buy
1,151
+24
+2% +$12.3K 0.44% 20
2024
Q4 		$570K Buy
+1,127
New +$640K 0.43% 23

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Broadway Wealth Solutions's UNH Position: Q2 2026 in Review

Broadway Wealth Solutions opened a new position in UnitedHealth (UNH) in Q2 2026: 500 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #89 among its holdings. This is a return to the name: Broadway Wealth Solutions previously reported a position in UNH as recently as Q1 2025.

Broadway Wealth Solutions first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $603K in Q1 2025. 724 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Broadway Wealth Solutions held 500 shares of UnitedHealth worth $208K as of Q2 2026.
  • UnitedHealth was a new Broadway Wealth Solutions position in Q2 2026.
  • UnitedHealth made up 0.1% of Broadway Wealth Solutions's portfolio in Q2 2026, its #89 holding.
  • Broadway Wealth Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Broadway Wealth Solutions's UnitedHealth position peaked at $603K in Q1 2025.
  • 724 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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