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Defined Wealth Management’s UnitedHealth UNH Stock Holding History

Defined 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 		$1.43M Buy
3,435
+22
+0.6% +$8.15K 0.73% 39
2026
Q1 		$924K Buy
3,413
+30
+0.9% +$8.93K 0.54% 53
2025
Q4 		$1.12M Buy
3,383
+7
+0.2% +$2.37K 0.64% 43
2025
Q3 		$1.17M Buy
3,376
+7
+0.2% +$2.12K 0.68% 41
2025
Q2 		$1.05M Buy
3,369
+67
+2% +$25.6K 0.65% 44
2025
Q1 		$1.73M Sell
3,302
-17
-0.5% -$8.69K 1.16% 26
2024
Q4 		$1.68M Sell
3,319
-12
-0.4% -$6.82K 1.11% 26
2024
Q3 		$1.95M Sell
3,331
-1
-0% -$566 1.26% 25
2024
Q2 		$1.7M Buy
3,332
+15
+0.5% +$7.35K 1.18% 26
2024
Q1 		$1.64M Sell
3,317
-99
-3% -$50.3K 1.18% 26
2023
Q4 		$1.8M Buy
3,416
+10
+0.3% +$5.33K 1.38% 21
2023
Q3 		$1.72M Buy
3,406
+28
+0.8% +$13.8K 1.46% 21
2023
Q2 		$1.62M Buy
3,378
+4
+0.1% +$1.96K 1.37% 22
2023
Q1 		$1.59M Hold
3,374
– – 1.49% 22
2022
Q4 		$1.79M Hold
3,374
– – 1.68% 15
2022
Q3 		$1.7M Hold
3,374
– – 1.86% 13
2022
Q2 		$1.73M Hold
3,374
– – 1.78% 13
2022
Q1 		$1.72M Hold
3,374
– – 1.51% 18
2021
Q4 		$1.69M Hold
3,374
– – 1.39% 20
2021
Q3 		$1.32M Buy
3,374
+112
+3% +$46.4K 1.17% 23
2021
Q2 		$1.31M Hold
3,262
– – 1.16% 23
2021
Q1 		$1.21M Hold
3,262
– – 1.15% 23
2020
Q4 		$1.14M Buy
+3,262
New +$1.09M 1.13% 22

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

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

Defined Wealth Management increased its UnitedHealth (UNH) stake by 0.64% in Q2 2026, buying an estimated $8.15K and bringing the position to 3,435 shares worth $1.43M. The position accounts for 0.73% of the portfolio, ranked #39.

Defined Wealth Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.95M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Defined Wealth Management held 3,435 shares of UnitedHealth worth $1.43M as of Q2 2026.
  • Defined Wealth Management bought 22 UnitedHealth shares in Q2 2026, an estimated $8.15K.
  • UnitedHealth made up 0.73% of Defined Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Defined Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Defined Wealth Management's UnitedHealth position peaked at $1.95M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.