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Destiny Wealth Partners’s UnitedHealth UNH Stock Holding History

Destiny 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 		$274K Sell
660
-430
-39% -$159K 0.04% 130
2026
Q1 		$295K Buy
1,090
+391
+56% +$116K 0.03% 183
2025
Q4 		$246K Sell
699
-1
-0.1% -$339 0.03% 188
2025
Q3 		$242K Sell
700
-289
-29% -$87.4K 0.03% 184
2025
Q2 		$309K Buy
989
+564
+133% +$216K 0.04% 156
2025
Q1 		$223K Sell
425
-28
-6% -$14.3K 0.04% 152
2024
Q4 		$229K Buy
453
+2
+0.4% +$1.14K 0.04% 152
2024
Q3 		$264K Sell
451
-17
-4% -$9.62K 0.05% 139
2024
Q2 		$238K Sell
468
-250
-35% -$123K 0.04% 141
2024
Q1 		$355K Sell
718
-4
-0.6% -$2.03K 0.06% 114
2023
Q4 		$394K Buy
722
+72
+11% +$38.4K 0.07% 110
2023
Q3 		$328K Hold
650
– – 0.07% 126
2023
Q2 		$329K Sell
650
-14
-2% -$6.85K 0.06% 127
2023
Q1 		$314K Buy
664
+43
+7% +$20.8K 0.06% 130
2022
Q4 		$329K Sell
621
-6
-1% -$3.18K 0.07% 129
2022
Q3 		$317K Sell
627
-20
-3% -$10.5K 0.07% 114
2022
Q2 		$332K Buy
647
+58
+10% +$29.1K 0.07% 112
2022
Q1 		$300K Hold
589
– – 0.06% 134
2021
Q4 		$296K Hold
589
– – 0.06% 144
2021
Q3 		$230K Sell
589
-132
-18% -$54.7K 0.05% 156
2021
Q2 		$289K Buy
721
+113
+19% +$45.1K 0.06% 163
2021
Q1 		$226K Buy
608
+14
+2% +$4.85K 0.05% 155
2020
Q4 		$208K Buy
+594
New +$199K 0.04% 198

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 $3.38T AUM 44.17% 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

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

Destiny Wealth Partners reduced its UnitedHealth (UNH) stake by 39% in Q2 2026, selling an estimated $159K and leaving 660 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #130.

Destiny Wealth Partners first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $394K in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Destiny Wealth Partners held 660 shares of UnitedHealth worth $274K as of Q2 2026.
  • Destiny Wealth Partners sold 430 UnitedHealth shares in Q2 2026, an estimated $159K.
  • UnitedHealth made up 0.04% of Destiny Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Destiny Wealth Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's UnitedHealth position peaked at $394K in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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