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Drucker Wealth 3.0’s UnitedHealth UNH Stock Holding History

Drucker Wealth 3.0’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 		$717K Buy
1,725
+370
+27% +$137K 0.11% 143
2026
Q1 		$367K Sell
1,355
-1,285
-49% -$383K 0.06% 189
2025
Q4 		$872K Sell
2,640
-4,066
-61% -$1.38M 0.15% 113
2025
Q3 		$2.32M Buy
6,706
+3,800
+131% +$1.15M 0.41% 55
2025
Q2 		$880K Buy
2,906
+1,401
+93% +$535K 0.17% 102
2025
Q1 		$788K Sell
1,505
-579
-28% -$296K 0.17% 83
2024
Q4 		$1.05M Sell
2,084
-45
-2% -$25.6K 0.24% 76
2024
Q3 		$1.24M Buy
2,129
+43
+2% +$24.3K 0.3% 73
2024
Q2 		$1.06M Buy
+2,086
New +$1.02M 0.28% 78

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

Drucker Wealth 3.0's UNH Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $137K and bringing the position to 1,725 shares worth $717K. The position accounts for 0.11% of the portfolio, ranked #143.

Drucker Wealth 3.0 first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.32M in Q3 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Drucker Wealth 3.0 held 1,725 shares of UnitedHealth worth $717K as of Q2 2026.
  • Drucker Wealth 3.0 bought 370 UnitedHealth shares in Q2 2026, an estimated $137K.
  • UnitedHealth made up 0.11% of Drucker Wealth 3.0's portfolio in Q2 2026, its #143 holding.
  • Drucker Wealth 3.0 first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • Drucker Wealth 3.0's UnitedHealth position peaked at $2.32M in Q3 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.