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Copia Wealth Management’s UnitedHealth UNH Stock Holding History

Copia 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 		$99.8K Hold
240
– – 0.06% 151
2026
Q1 		$64.9K Hold
240
– – 0.04% 177
2025
Q4 		$79.2K Hold
240
– – 0.06% 162
2025
Q3 		$82.9K Buy
240
+157
+189% +$47.5K 0.06% 151
2025
Q2 		$25.9K Hold
83
– – 0.02% 218
2025
Q1 		$43.5K Hold
83
– – 0.04% 169
2024
Q4 		$42K Buy
+83
New +$47.2K 0.04% 157

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Copia Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 240 shares worth $99.8K. The position accounts for 0.06% of the portfolio, ranked #151.

Copia Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Copia Wealth Management held 240 shares of UnitedHealth worth $99.8K as of Q2 2026.
  • Copia Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.06% of Copia Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Copia Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.