Diversify Wealth Management’s UnitedHealth UNH Stock Holding History

Diversify 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	$13.9M	Buy	33,396 +4,700	+16%	+$1.74M	0.23%	87
2026 Q1	$10.6M	Buy	28,696 +16,360	+133%	+$4.87M	0.19%	110
2025 Q4	$4.12M	Sell	12,336 -120	-1%	-$40.7K	0.19%	139
2025 Q3	$4.16M	Buy	12,456 +884	+8%	+$267K	0.24%	121
2025 Q2	$3.03M	Buy	11,572 +2,091	+22%	+$799K	0.19%	145
2025 Q1	$3.88M	Sell	9,481 -2,685	-22%	-$1.37M	0.29%	101
2024 Q4	$6.33M	Buy	12,166 +1,678	+16%	+$953K	0.49%	49
2024 Q3	$5.92M	Sell	10,488 -2,900	-22%	-$1.64M	0.57%	38
2024 Q2	$7.63M	Buy	+13,388	New	+$6.56M	0.95%	19

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Diversify Wealth Management increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $1.74M and bringing the position to 33,396 shares worth $13.9M. The position accounts for 0.23% of the portfolio, ranked #87.

Diversify Wealth Management first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Diversify Wealth Management held 33,396 shares of UnitedHealth worth $13.9M as of Q2 2026.
Diversify Wealth Management bought 4,700 UnitedHealth shares in Q2 2026, an estimated $1.74M.
UnitedHealth made up 0.23% of Diversify Wealth Management's portfolio in Q2 2026, its #87 holding.
Diversify Wealth Management first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.