Eagle Wealth Strategies’s UnitedHealth UNH Stock Holding History

Eagle Wealth Strategies’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	$362K	Sell	872 -10	-1%	-$3.71K	0.14%	71
2026 Q1	$239K	Sell	882 -29	-3%	-$8.64K	0.1%	93
2025 Q4	$301K	Sell	911 -47	-5%	-$15.9K	0.14%	75
2025 Q3	$331K	Sell	958 -28	-3%	-$8.47K	0.16%	64
2025 Q2	$307K	Sell	986 -331	-25%	-$127K	0.17%	67
2025 Q1	$690K	Sell	1,317 -354	-21%	-$181K	0.42%	23
2024 Q4	$845K	Sell	1,671 -1	-0.1%	-$568	0.61%	18
2024 Q3	$978K	Buy	1,672 +621	+59%	+$351K	0.71%	18
2024 Q2	$535K	Sell	1,051 -278	-21%	-$136K	0.43%	31
2024 Q1	$651K	Sell	1,329 -39	-3%	-$19.8K	0.53%	22
2023 Q4	$720K	Buy	+1,368	New	+$730K	0.43%	24

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Eagle Wealth Strategies's UNH Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $3.71K and leaving 872 shares worth $362K. The position accounts for 0.14% of the portfolio, ranked #71.

Eagle Wealth Strategies first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $978K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Eagle Wealth Strategies held 872 shares of UnitedHealth worth $362K as of Q2 2026.
Eagle Wealth Strategies sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
UnitedHealth made up 0.14% of Eagle Wealth Strategies's portfolio in Q2 2026, its #71 holding.
Eagle Wealth Strategies first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's UnitedHealth position peaked at $978K in Q3 2024.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.