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Curio Wealth’s UnitedHealth UNH Stock Holding History

Curio 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 		– Sell
-35
Closed -$9.36K – 1080
2026
Q1 		$9.36K Sell
35
-115
-77% -$34.2K ﹤0.01% 223
2025
Q4 		$49.3K Buy
+150
New +$50.8K 0.02% 138
2025
Q3 		– Sell
-30
Closed -$9.35K – 382
2025
Q2 		$9.35K Buy
30
+29
+2,900% +$11.1K ﹤0.01% 207
2025
Q1 		$15K Buy
+1
New +$511 0.01% 203

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

Curio Wealth's UNH Position: Q2 2026 in Review

Curio Wealth sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 35 shares — an estimated $9.36K sold.

Curio Wealth first reported a position in UNH in Q1 2025 and held it in 4 quarters. The position peaked at $49.3K in Q4 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Curio Wealth reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 35 UnitedHealth shares in Q2 2026, an estimated $9.36K.
  • Curio Wealth first reported a position in UnitedHealth in Q1 2025 and held it in 4 quarters.
  • Curio Wealth's UnitedHealth position peaked at $49.3K in Q4 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.