CWP
UNH icon

Curated Wealth Partners’s UnitedHealth UNH Stock Holding History

Curated Wealth Partners’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 		$627K Buy
1,508
+422
+39% +$156K 0.07% 90
2026
Q1 		$294K Buy
1,086
+271
+33% +$80.7K 0.04% 160
2025
Q4 		$269K Buy
+815
New +$276K 0.03% 169
2025
Q2 		– Sell
-786
Closed -$412K – 167
2025
Q1 		$412K Buy
786
+272
+53% +$139K 0.05% 100
2024
Q4 		$260K Buy
514
+4
+0.8% +$2.27K 0.03% 127
2024
Q3 		$298K Buy
510
+57
+13% +$32.2K 0.04% 107
2024
Q2 		$231K Buy
+453
New +$222K 0.03% 123
2023
Q2 		– Sell
-736
Closed -$348K – 141
2023
Q1 		$348K Sell
736
-20
-3% -$9.65K 0.08% 86
2022
Q4 		$401K Sell
756
-70
-8% -$37.1K 0.1% 77
2022
Q3 		$417K Sell
826
-41
-5% -$21.6K 0.12% 69
2022
Q2 		$445K Buy
867
+130
+18% +$65.3K 0.13% 72
2022
Q1 		$371K Hold
737
– – 0.13% 89
2021
Q4 		$371K Buy
737
+5
+0.7% +$2.26K 0.12% 92
2021
Q3 		$286K Sell
732
-1
-0.1% -$414 0.16% 112
2021
Q2 		$294K Sell
733
-35
-5% -$14K 0.16% 112
2021
Q1 		$286K Buy
768
+15
+2% +$5.2K 0.18% 109
2020
Q4 		$264K Buy
+753
New +$252K 0.17% 118

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

Curated Wealth Partners's UNH Position: Q2 2026 in Review

Curated Wealth Partners increased its UnitedHealth (UNH) stake by 39% in Q2 2026, buying an estimated $156K and bringing the position to 1,508 shares worth $627K. The position accounts for 0.07% of the portfolio, ranked #90.

Curated Wealth Partners first reported a position in UNH in Q4 2020 and has held it in 17 quarters since. 3,381 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Curated Wealth Partners held 1,508 shares of UnitedHealth worth $627K as of Q2 2026.
  • Curated Wealth Partners bought 422 UnitedHealth shares in Q2 2026, an estimated $156K.
  • UnitedHealth made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Curated Wealth Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 17 quarters since.
  • 3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.