Buska Wealth Management’s UnitedHealth UNH Stock Holding History

Buska 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	$614K	Sell	1,478 -14	-0.9%	-$5.19K	0.22%	41
2026 Q1	$404K	Hold	1,492	–	–	0.16%	48
2025 Q4	$493K	Sell	1,492 -2	-0.1%	-$678	0.18%	41
2025 Q3	$516K	Sell	1,494 -344	-19%	-$104K	0.15%	38
2025 Q2	$573K	Buy	1,838 +344	+23%	+$131K	0.16%	35
2025 Q1	$782K	Buy	1,494 +23	+2%	+$11.8K	0.25%	32
2024 Q4	$744K	Buy	1,471 +156	+12%	+$88.6K	0.24%	32
2024 Q3	$769K	Buy	1,315 +69	+6%	+$39K	0.27%	29
2024 Q2	$634K	Buy	1,246 +193	+18%	+$94.6K	0.25%	28
2024 Q1	$521K	Buy	+1,053	New	+$535K	0.23%	33

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Buska Wealth Management reduced its UnitedHealth (UNH) stake by 0.94% in Q2 2026, selling an estimated $5.19K and leaving 1,478 shares worth $614K. The position accounts for 0.22% of the portfolio, ranked #41.

Buska Wealth Management first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $782K in Q1 2025. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Buska Wealth Management held 1,478 shares of UnitedHealth worth $614K as of Q2 2026.
Buska Wealth Management sold 14 UnitedHealth shares in Q2 2026, an estimated $5.19K.
UnitedHealth made up 0.22% of Buska Wealth Management's portfolio in Q2 2026, its #41 holding.
Buska Wealth Management first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's UnitedHealth position peaked at $782K in Q1 2025.
1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.