EWA
UNH icon

Emergent Wealth Advisors’s UnitedHealth UNH Stock Holding History

Emergent Wealth Advisors’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 		$254K Buy
+622
New +$231K 0.13% 107
2025
Q2 		– Sell
-575
Closed -$301K – 120
2025
Q1 		$301K Sell
575
-135
-19% -$69K 0.22% 81
2024
Q4 		$359K Buy
710
+26
+4% +$14.8K 0.26% 75
2024
Q3 		$400K Sell
684
-43
-6% -$24.3K 0.3% 69
2024
Q2 		$372K Sell
727
-89
-11% -$43.6K 0.3% 66
2024
Q1 		$403K Buy
+816
New +$415K 0.35% 57

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Emergent Wealth Advisors's UNH Position: Q2 2026 in Review

Emergent Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 622 shares worth $254K. The stake represents 0.13% of the portfolio and ranks #107 among its holdings. This is a return to the name: Emergent Wealth Advisors previously reported a position in UNH as recently as Q1 2025.

Emergent Wealth Advisors first reported a position in UNH in Q1 2024 and has held it in 6 quarters since. The position peaked at $403K in Q1 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Emergent Wealth Advisors held 622 shares of UnitedHealth worth $254K as of Q2 2026.
  • UnitedHealth was a new Emergent Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.13% of Emergent Wealth Advisors's portfolio in Q2 2026, its #107 holding.
  • Emergent Wealth Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 6 quarters since.
  • Emergent Wealth Advisors's UnitedHealth position peaked at $403K in Q1 2024.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.