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Bulltick Wealth Management’s UnitedHealth UNH Stock Holding History

Bulltick 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 		$2.43M Sell
5,850
-9,887
-63% -$3.66M 0.5% 48
2026
Q1 		$4.26M Sell
15,737
-512
-3% -$152K 0.94% 35
2025
Q4 		$5.36M Sell
16,249
-5,206
-24% -$1.76M 1.14% 30
2025
Q3 		$7.41M Sell
21,455
-2,490
-10% -$753K 1.75% 20
2025
Q2 		$7.47M Buy
23,945
+15,985
+201% +$6.11M 1.84% 12
2025
Q1 		$4.17M Buy
7,960
+4,801
+152% +$2.45M 1.11% 29
2024
Q4 		$1.6M Buy
3,159
+2,314
+274% +$1.31M 0.37% 58
2024
Q3 		$494K Sell
845
-15,872
-95% -$8.98M 0.12% 84
2024
Q2 		$8.51M Buy
16,717
+5,111
+44% +$2.51M 2.1% 17
2024
Q1 		$5.74M Buy
11,606
+406
+4% +$206K 0.98% 37
2023
Q4 		$5.9M Buy
11,200
+3,790
+51% +$2.02M 1.34% 30
2023
Q3 		$3.74M Sell
7,410
-6,599
-47% -$3.25M 0.9% 42
2023
Q2 		$6.73M Buy
14,009
+2,581
+23% +$1.26M 1.5% 27
2023
Q1 		$5.4M Buy
11,428
+6,587
+136% +$3.18M 1.4% 29
2022
Q4 		$2.57M Buy
4,841
+281
+6% +$149K 0.73% 36
2022
Q3 		$2.3M Buy
4,560
+4,020
+744% +$2.11M 0.69% 39
2022
Q2 		$277K Buy
+540
New +$271K 0.07% 102

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bulltick Wealth Management's UNH Position: Q2 2026 in Review

Bulltick Wealth Management reduced its UnitedHealth (UNH) stake by 63% in Q2 2026, selling an estimated $3.66M and leaving 5,850 shares worth $2.43M. The position accounts for 0.5% of the portfolio, ranked #48.

Bulltick Wealth Management first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.51M in Q2 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bulltick Wealth Management held 5,850 shares of UnitedHealth worth $2.43M as of Q2 2026.
  • Bulltick Wealth Management sold 9,887 UnitedHealth shares in Q2 2026, an estimated $3.66M.
  • UnitedHealth made up 0.5% of Bulltick Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Bulltick Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • Bulltick Wealth Management's UnitedHealth position peaked at $8.51M in Q2 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.