DWM
UNH icon

Drive Wealth Management’s UnitedHealth UNH Stock Holding History

Drive 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 		$943K Buy
2,268
+557
+33% +$206K 0.17% 107
2026
Q1 		$463K Sell
1,711
-656
-28% -$195K 0.1% 172
2025
Q4 		$781K Buy
2,367
+304
+15% +$103K 0.15% 112
2025
Q3 		$712K Sell
2,063
-19
-0.9% -$5.75K 0.15% 116
2025
Q2 		$650K Sell
2,082
-1,952
-48% -$746K 0.14% 130
2025
Q1 		$2.11M Buy
4,034
+966
+31% +$494K 0.5% 41
2024
Q4 		$1.55M Buy
3,068
+135
+5% +$76.7K 0.38% 47
2024
Q3 		$1.71M Sell
2,933
-1,154
-28% -$653K 0.45% 37
2024
Q2 		$2.08M Buy
4,087
+210
+5% +$103K 0.56% 30
2024
Q1 		$1.92M Buy
3,877
+830
+27% +$422K 0.54% 33
2023
Q4 		$1.6M Buy
+3,047
New +$1.63M 0.52% 39
2023
Q3 		– Sell
-2,813
Closed -$1.35M – 312
2023
Q2 		$1.35M Buy
2,813
+32
+1% +$15.6K 0.5% 44
2023
Q1 		$1.31M Buy
2,781
+125
+5% +$60.3K 0.55% 44
2022
Q4 		$1.41M Buy
2,656
+343
+15% +$182K 0.7% 33
2022
Q3 		$1.17M Buy
2,313
+270
+13% +$142K 1.11% 17
2022
Q2 		$1.05M Buy
2,043
+168
+9% +$84.4K 0.96% 24
2022
Q1 		$956K Buy
1,875
+469
+33% +$226K 0.81% 29
2021
Q4 		$706K Buy
+1,406
New +$636K 0.62% 37

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

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

Drive Wealth Management increased its UnitedHealth (UNH) stake by 33% in Q2 2026, buying an estimated $206K and bringing the position to 2,268 shares worth $943K. The position accounts for 0.17% of the portfolio, ranked #107.

Drive Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.11M in Q1 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Drive Wealth Management held 2,268 shares of UnitedHealth worth $943K as of Q2 2026.
  • Drive Wealth Management bought 557 UnitedHealth shares in Q2 2026, an estimated $206K.
  • UnitedHealth made up 0.17% of Drive Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Drive Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Drive Wealth Management's UnitedHealth position peaked at $2.11M in Q1 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.