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Ducere Wealth Management’s UnitedHealth UNH Stock Holding History

Ducere 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 		$225K Buy
+541
New +$201K 0.07% 124
2026
Q1 		– Sell
-740
Closed -$244K – 142
2025
Q4 		$244K Buy
+740
New +$251K 0.09% 114

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

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

Ducere Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 541 shares worth $225K. The stake represents 0.07% of the portfolio and ranks #124 among its holdings. This is a return to the name: Ducere Wealth Management previously reported a position in UNH as recently as Q4 2025.

Ducere Wealth Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ducere Wealth Management held 541 shares of UnitedHealth worth $225K as of Q2 2026.
  • UnitedHealth was a new Ducere Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.07% of Ducere Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Ducere Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Ducere Wealth Management's UnitedHealth position peaked at $244K in Q4 2025.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.