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Discipline Wealth Solutions’s UnitedHealth UNH Stock Holding History

Discipline Wealth Solutions’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 		$584K Buy
1,405
+11
+0.8% +$4.08K 0.05% 115
2026
Q1 		$377K Sell
1,394
-22
-2% -$6.55K 0.04% 131
2025
Q4 		$467K Buy
1,416
+23
+2% +$7.79K 0.09% 106
2025
Q3 		$481K Buy
1,393
+277
+25% +$83.8K 0.13% 98
2025
Q2 		$348K Buy
1,116
+24
+2% +$9.17K 0.13% 74
2025
Q1 		$572K Hold
1,092
– – 0.27% 42
2024
Q4 		$552K Buy
1,092
+138
+14% +$78.4K 0.26% 48
2024
Q3 		$558K Buy
+954
New +$540K 0.29% 42

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Discipline Wealth Solutions's UNH Position: Q2 2026 in Review

Discipline Wealth Solutions increased its UnitedHealth (UNH) stake by 0.79% in Q2 2026, buying an estimated $4.08K and bringing the position to 1,405 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #115.

Discipline Wealth Solutions first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Discipline Wealth Solutions held 1,405 shares of UnitedHealth worth $584K as of Q2 2026.
  • Discipline Wealth Solutions bought 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
  • UnitedHealth made up 0.05% of Discipline Wealth Solutions's portfolio in Q2 2026, its #115 holding.
  • Discipline Wealth Solutions first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.