CreativeOne Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.01M | Buy |
19,280
+136
| +0.7% | +$50.4K | 0.17% | 108 |
|
|
2026
Q1 | $5.18M | Buy |
19,144
+3,522
| +23% | +$1.05M | 0.12% | 163 |
|
|
2025
Q4 | $5.16M | Buy |
15,622
+470
| +3% | +$159K | 0.13% | 145 |
|
|
2025
Q3 | $5.23M | Buy |
15,152
+2,411
| +19% | +$729K | 0.13% | 149 |
|
|
2025
Q2 | $3.97M | Buy |
12,741
+265
| +2% | +$101K | 0.1% | 179 |
|
|
2025
Q1 | $6.53M | Sell |
12,476
-772
| -6% | -$395K | 0.2% | 105 |
|
|
2024
Q4 | $6.7M | Buy |
13,248
+1,345
| +11% | +$764K | 0.21% | 95 |
|
|
2024
Q3 | $6.96M | Buy |
11,903
+1,512
| +15% | +$855K | 0.24% | 90 |
|
|
2024
Q2 | $5.29M | Sell |
10,391
-4,242
| -29% | -$2.08M | 0.27% | 81 |
|
|
2024
Q1 | $7.24M | Buy |
14,633
+2,908
| +25% | +$1.48M | 0.29% | 73 |
|
|
2023
Q4 | $6.17M | Buy |
11,725
+358
| +3% | +$191K | 0.4% | 61 |
|
|
2023
Q3 | $5.73M | Buy |
11,367
+226
| +2% | +$111K | 0.41% | 57 |
|
|
2023
Q2 | $5.36M | Sell |
11,141
-1,947
| -15% | -$952K | 0.25% | 75 |
|
|
2023
Q1 | $6.18M | Sell |
13,088
-942
| -7% | -$455K | 0.31% | 64 |
|
|
2022
Q4 | $7.44M | Sell |
14,030
-652
| -4% | -$345K | 0.41% | 54 |
|
|
2022
Q3 | $7.42M | Sell |
14,682
-58
| -0.4% | -$30.5K | 0.45% | 47 |
|
|
2022
Q2 | $7.57M | Buy |
14,740
+1,598
| +12% | +$803K | 0.41% | 50 |
|
|
2022
Q1 | $6.7M | Buy |
13,142
+2,370
| +22% | +$1.14M | 0.35% | 56 |
|
|
2021
Q4 | $5.41M | Buy |
10,772
+789
| +8% | +$357K | 0.27% | 68 |
|
|
2021
Q3 | $3.94M | Buy |
9,983
+731
| +8% | +$303K | 0.23% | 84 |
|
|
2021
Q2 | $3.71M | Buy |
9,252
+1,282
| +16% | +$511K | 0.23% | 87 |
|
|
2021
Q1 | $2.96M | Buy |
7,970
+613
| +8% | +$212K | 0.22% | 79 |
|
|
2020
Q4 | $2.58M | Buy |
7,357
+2,345
| +47% | +$786K | 0.21% | 82 |
|
|
2020
Q3 | $1.56M | Buy |
5,012
+958
| +24% | +$294K | 0.22% | 76 |
|
|
2020
Q2 | $1.2M | Buy |
4,054
+629
| +18% | +$180K | 0.19% | 77 |
|
|
2020
Q1 | $854K | Buy |
3,425
+658
| +24% | +$181K | 0.16% | 76 |
|
|
2019
Q4 | $814K | Buy |
2,767
+355
| +15% | +$92.9K | 0.14% | 80 |
|
|
2019
Q3 | $524K | Buy |
2,412
+126
| +6% | +$30.4K | 0.1% | 88 |
|
|
2019
Q2 | $558K | Buy |
2,286
+175
| +8% | +$42.1K | 0.12% | 87 |
|
|
2019
Q1 | $522K | Buy |
2,111
+191
| +10% | +$48.7K | 0.14% | 69 |
|
|
2018
Q4 | $478K | Buy |
+1,920
| New | +$507K | 0.16% | 53 |
|
Other funds holding UNH
CreativeOne Wealth's UNH Position: Q2 2026 in Review
CreativeOne Wealth increased its UnitedHealth (UNH) stake by 0.71% in Q2 2026, buying an estimated $50.4K and bringing the position to 19,280 shares worth $8.01M. The position accounts for 0.17% of the portfolio, ranked #108.
CreativeOne Wealth first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- CreativeOne Wealth held 19,280 shares of UnitedHealth worth $8.01M as of Q2 2026.
- CreativeOne Wealth bought 136 UnitedHealth shares in Q2 2026, an estimated $50.4K.
- UnitedHealth made up 0.17% of CreativeOne Wealth's portfolio in Q2 2026, its #108 holding.
- CreativeOne Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.