Corient Private Wealth
UNH icon

Corient Private Wealth’s UnitedHealth UNH Stock Holding History

Corient Private Wealth’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 		$216M Sell
520,634
-26,579
-5% -$9.85M 0.3% 60
2026
Q1 		$148M Buy
547,213
+225,393
+70% +$67.1M 0.21% 96
2025
Q4 		$106M Sell
321,820
-89,931
-22% -$30.5M 0.14% 142
2025
Q3 		$142M Sell
411,751
-65,222
-14% -$19.7M 0.22% 92
2025
Q2 		$149M Sell
476,973
-640,011
-57% -$245M 0.2% 107
2025
Q1 		$585M Sell
1,116,984
-33,718
-3% -$17.2M 0.96% 16
2024
Q4 		$580M Sell
1,150,702
-70,352
-6% -$40M 0.96% 16
2024
Q3 		$714M Buy
1,221,054
+76,936
+7% +$43.5M 1.11% 14
2024
Q2 		$583M Buy
1,144,118
+58,163
+5% +$28.5M 1.01% 15
2024
Q1 		$537M Sell
1,085,955
-7,009
-0.6% -$3.56M 0.96% 15
2023
Q4 		$575M Buy
1,092,964
+174,154
+19% +$92.9M 1.06% 12
2023
Q3 		$463M Sell
918,810
-3,632
-0.4% -$1.79M 1.06% 9
2023
Q2 		$443M Buy
922,442
+167,250
+22% +$81.8M 1.02% 11
2023
Q1 		$357M Buy
755,192
+312,118
+70% +$151M 0.96% 17
2022
Q4 		$235M Buy
+443,074
New +$235M 0.85% 20

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 $3.37T AUM 44.26% 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

Corient Private Wealth's UNH Position: Q2 2026 in Review

Corient Private Wealth reduced its UnitedHealth (UNH) stake by 4.9% in Q2 2026, selling an estimated $9.85M and leaving 520,634 shares worth $216M. The position accounts for 0.3% of the portfolio, ranked #60.

Corient Private Wealth first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $714M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Corient Private Wealth held 520,634 shares of UnitedHealth worth $216M as of Q2 2026.
  • Corient Private Wealth sold 26,579 UnitedHealth shares in Q2 2026, an estimated $9.85M.
  • UnitedHealth made up 0.3% of Corient Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Corient Private Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's UnitedHealth position peaked at $714M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.