Etesian Wealth Advisors’s UnitedHealth UNH Stock Holding History

Etesian 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	$272K	Buy	+654	New	+$242K	0.08%	119
2026 Q1	–	Sell	-645	Closed	-$213K	–	142
2025 Q4	$213K	Buy	645 +65	+11%	+$22K	0.07%	130
2025 Q3	$200K	Buy	+580	New	+$175K	0.07%	132
2025 Q2	–	Sell	-870	Closed	-$456K	–	139
2025 Q1	$456K	Sell	870 -43	-5%	-$22K	0.2%	97
2024 Q4	$462K	Hold	913	–	–	0.2%	101
2024 Q3	$534K	Sell	913 -21	-2%	-$11.9K	0.24%	98
2024 Q2	$476K	Buy	934 +38	+4%	+$18.6K	0.27%	93
2024 Q1	$443K	Sell	896 -84	-9%	-$42.7K	0.25%	91
2023 Q4	$514K	Buy	980 +21	+2%	+$11.2K	0.31%	87
2023 Q3	$484K	Sell	959 -4	-0.4%	-$1.97K	0.33%	85
2023 Q2	$463K	Buy	963 +4	+0.4%	+$1.96K	0.3%	87
2023 Q1	$453K	Sell	959 -12	-1%	-$5.79K	0.3%	89
2022 Q4	$515K	Buy	+971	New	+$514K	0.37%	83

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

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

Etesian Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 654 shares worth $272K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: Etesian Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

Etesian Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $534K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Etesian Wealth Advisors held 654 shares of UnitedHealth worth $272K as of Q2 2026.
UnitedHealth was a new Etesian Wealth Advisors position in Q2 2026.
UnitedHealth made up 0.08% of Etesian Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Etesian Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Etesian Wealth Advisors's UnitedHealth position peaked at $534K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.