Challenger Wealth Management’s UnitedHealth UNH Stock Holding History

Challenger 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	$235K	Buy	+566	New	+$210K	0.17%	60
2026 Q1	–	Sell	-633	Closed	-$209K	–	63
2025 Q4	$209K	Sell	633 -169	-21%	-$57.3K	0.16%	62
2025 Q3	$277K	Sell	802 -685	-46%	-$207K	0.22%	54
2025 Q2	$464K	Sell	1,487 -62	-4%	-$23.7K	0.32%	50
2025 Q1	$811K	Sell	1,549 -197	-11%	-$101K	0.64%	31
2024 Q4	$883K	Buy	+1,746	New	+$992K	0.76%	29

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Challenger Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 566 shares worth $235K. The stake represents 0.17% of the portfolio and ranks #60 among its holdings. This is a return to the name: Challenger Wealth Management previously reported a position in UNH as recently as Q4 2025.

Challenger Wealth Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $883K in Q4 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Challenger Wealth Management held 566 shares of UnitedHealth worth $235K as of Q2 2026.
UnitedHealth was a new Challenger Wealth Management position in Q2 2026.
UnitedHealth made up 0.17% of Challenger Wealth Management's portfolio in Q2 2026, its #60 holding.
Challenger Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Challenger Wealth Management's UnitedHealth position peaked at $883K in Q4 2024.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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