Chung Wu Investment Group’s UnitedHealth UNH Stock Holding History

Chung Wu Investment Group’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	$2.22M	Buy	5,338 +1,833	+52%	+$679K	1.46%	16
2026 Q1	$948K	Sell	3,505 -1,570	-31%	-$468K	0.82%	29
2025 Q4	$1.68M	Sell	5,075 -1,920	-27%	-$651K	1.37%	17
2025 Q3	$2.42M	Buy	6,995 +5,155	+280%	+$1.56M	2.01%	12
2025 Q2	$574K	Sell	1,840 -4,583	-71%	-$1.75M	0.6%	36
2025 Q1	$3.36M	Sell	6,423 -50	-0.8%	-$25.6K	4.02%	7
2024 Q4	$3.27M	Buy	+6,473	New	+$3.68M	3.3%	9

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

Chung Wu Investment Group's UNH Position: Q2 2026 in Review

Chung Wu Investment Group increased its UnitedHealth (UNH) stake by 52% in Q2 2026, buying an estimated $679K and bringing the position to 5,338 shares worth $2.22M. The position accounts for 1.46% of the portfolio, ranked #16.

Chung Wu Investment Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Chung Wu Investment Group held 5,338 shares of UnitedHealth worth $2.22M as of Q2 2026.
Chung Wu Investment Group bought 1,833 UnitedHealth shares in Q2 2026, an estimated $679K.
UnitedHealth made up 1.46% of Chung Wu Investment Group's portfolio in Q2 2026, its #16 holding.
Chung Wu Investment Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's UnitedHealth position peaked at $3.36M in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.