Duncan Williams Asset Management’s UnitedHealth UNH Stock Holding History

Duncan Williams Asset 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	$1.72M	Sell	4,144 -17	-0.4%	-$6.3K	0.39%	35
2026 Q1	$1.13M	Sell	4,161 -179	-4%	-$53.3K	0.31%	45
2025 Q4	$1.2M	Sell	4,340 -27	-0.6%	-$9.15K	0.3%	46
2025 Q3	$1.51M	Buy	4,367 +121	+3%	+$36.6K	0.42%	31
2025 Q2	$1.32M	Buy	4,246 +1,324	+45%	+$506K	0.42%	42
2025 Q1	$1.53M	Buy	2,922 +201	+7%	+$103K	0.55%	30
2024 Q4	$1.38M	Buy	2,721 +147	+6%	+$83.5K	0.54%	34
2024 Q3	$1.5M	Buy	2,574 +528	+26%	+$299K	0.83%	19
2024 Q2	$1.04M	Buy	2,046 +182	+10%	+$89.2K	0.88%	19
2024 Q1	$922K	Buy	+1,864	New	+$948K	0.83%	21

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

Duncan Williams Asset Management's UNH Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its UnitedHealth (UNH) stake by 0.41% in Q2 2026, selling an estimated $6.3K and leaving 4,144 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #35.

Duncan Williams Asset Management first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Duncan Williams Asset Management held 4,144 shares of UnitedHealth worth $1.72M as of Q2 2026.
Duncan Williams Asset Management sold 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
UnitedHealth made up 0.39% of Duncan Williams Asset Management's portfolio in Q2 2026, its #35 holding.
Duncan Williams Asset Management first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.