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Code Waechter’s UnitedHealth UNH Stock Holding History

Code Waechter’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 		$507K Buy
1,220
+462
+61% +$171K 0.26% 71
2026
Q1 		$205K Sell
758
-644
-46% -$192K 0.12% 115
2025
Q4 		$463K Buy
1,402
+391
+39% +$133K 0.3% 70
2025
Q3 		$364K Sell
1,011
-664
-40% -$201K 0.24% 78
2025
Q2 		$523K Buy
1,675
+486
+41% +$186K 0.37% 58
2025
Q1 		$623K Sell
1,189
-64
-5% -$32.7K 0.51% 41
2024
Q4 		$634K Sell
1,253
-26
-2% -$14.8K 0.55% 45
2024
Q3 		$748K Buy
+1,279
New +$723K 0.71% 37

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

Code Waechter's UNH Position: Q2 2026 in Review

Code Waechter increased its UnitedHealth (UNH) stake by 61% in Q2 2026, buying an estimated $171K and bringing the position to 1,220 shares worth $507K. The position accounts for 0.26% of the portfolio, ranked #71.

Code Waechter first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $748K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Code Waechter held 1,220 shares of UnitedHealth worth $507K as of Q2 2026.
  • Code Waechter bought 462 UnitedHealth shares in Q2 2026, an estimated $171K.
  • UnitedHealth made up 0.26% of Code Waechter's portfolio in Q2 2026, its #71 holding.
  • Code Waechter first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Code Waechter's UnitedHealth position peaked at $748K in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.