EWP
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E-Wealth Partners’s UnitedHealth UNH Stock Holding History

E-Wealth Partners’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 		$539K Buy
1,297
+59
+5% +$21.9K 0.39% 34
2026
Q1 		$335K Buy
1,238
+10
+0.8% +$2.98K 0.27% 49
2025
Q4 		$405K Buy
+1,228
New +$416K 0.34% 39

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

E-Wealth Partners's UNH Position: Q2 2026 in Review

E-Wealth Partners increased its UnitedHealth (UNH) stake by 4.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,297 shares worth $539K. The position accounts for 0.39% of the portfolio, ranked #34.

E-Wealth Partners first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • E-Wealth Partners held 1,297 shares of UnitedHealth worth $539K as of Q2 2026.
  • E-Wealth Partners bought 59 UnitedHealth shares in Q2 2026, an estimated $21.9K.
  • UnitedHealth made up 0.39% of E-Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • E-Wealth Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.