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Fifth Third Wealth Advisors’s UnitedHealth UNH Stock Holding History

Fifth Third 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 		$6.91M Buy
16,615
+660
+4% +$245K 0.19% 93
2026
Q1 		$4.32M Buy
15,955
+228
+1% +$67.9K 0.15% 113
2025
Q4 		$5.19M Buy
15,727
+1,362
+9% +$462K 0.18% 93
2025
Q3 		$4.96M Sell
14,365
-1,201
-8% -$363K 0.18% 93
2025
Q2 		$4.86M Buy
15,566
+794
+5% +$303K 0.2% 89
2025
Q1 		$7.74M Buy
14,772
+1,332
+10% +$681K 0.4% 40
2024
Q4 		$6.8M Buy
13,440
+1,422
+12% +$808K 0.37% 41
2024
Q3 		$7.03M Buy
12,018
+1,594
+15% +$902K 0.43% 37
2024
Q2 		$5.31M Buy
10,424
+2,442
+31% +$1.2M 0.4% 40
2024
Q1 		$3.95M Buy
7,982
+1,860
+30% +$946K 0.62% 23
2023
Q4 		$3.22M Buy
6,122
+620
+11% +$331K 1.05% 17
2023
Q3 		$2.77M Buy
5,502
+495
+10% +$244K 1.12% 17
2023
Q2 		$2.41M Buy
5,007
+3,494
+231% +$1.71M 1.55% 13
2023
Q1 		$715K Buy
+1,513
New +$730K 1.32% 26

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

Fifth Third Wealth Advisors's UNH Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its UnitedHealth (UNH) stake by 4.1% in Q2 2026, buying an estimated $245K and bringing the position to 16,615 shares worth $6.91M. The position accounts for 0.19% of the portfolio, ranked #93.

Fifth Third Wealth Advisors first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.74M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fifth Third Wealth Advisors held 16,615 shares of UnitedHealth worth $6.91M as of Q2 2026.
  • Fifth Third Wealth Advisors bought 660 UnitedHealth shares in Q2 2026, an estimated $245K.
  • UnitedHealth made up 0.19% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Fifth Third Wealth Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Fifth Third Wealth Advisors's UnitedHealth position peaked at $7.74M in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.