Echo Wealth Management’s UnitedHealth UNH Stock Holding History

Echo 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	$366K	Sell	880 -658	-43%	-$244K	0.19%	35
2026 Q1	$416K	Sell	1,538 -131	-8%	-$39K	0.24%	29
2025 Q4	$551K	Sell	1,669 -376	-18%	-$127K	0.32%	29
2025 Q3	$706K	Sell	2,045 -171	-8%	-$51.7K	0.41%	27
2025 Q2	$691K	Buy	2,216 +104	+5%	+$39.7K	0.42%	27
2025 Q1	$1.11M	Buy	+2,112	New	+$1.08M	0.75%	24
2022 Q3	–	Sell	-520	Closed	-$267K	–	54
2022 Q2	$267K	Buy	+520	New	+$261K	0.36%	38

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

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

Echo Wealth Management reduced its UnitedHealth (UNH) stake by 43% in Q2 2026, selling an estimated $244K and leaving 880 shares worth $366K. The position accounts for 0.19% of the portfolio, ranked #35.

Echo Wealth Management first reported a position in UNH in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Echo Wealth Management held 880 shares of UnitedHealth worth $366K as of Q2 2026.
Echo Wealth Management sold 658 UnitedHealth shares in Q2 2026, an estimated $244K.
UnitedHealth made up 0.19% of Echo Wealth Management's portfolio in Q2 2026, its #35 holding.
Echo Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 7 quarters since.
Echo Wealth Management's UnitedHealth position peaked at $1.11M in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.