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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s UnitedHealth UNH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$25.8K Sell
62
-10
-14% -$3.71K 0.01% 382
2026
Q1 		$19.5K Hold
72
– – 0.01% 364
2025
Q4 		$23.8K Hold
72
– – 0.01% 364
2025
Q3 		$24.9K Buy
72
+7
+11% +$2.12K 0.01% 349
2025
Q2 		$20.3K Sell
65
-100
-61% -$38.2K 0.01% 325
2025
Q1 		$86.4K Sell
165
-74
-31% -$37.8K 0.03% 210
2024
Q4 		$121K Sell
239
-48
-17% -$27.3K 0.05% 179
2024
Q3 		$168K Buy
287
+100
+53% +$56.6K 0.09% 103
2024
Q2 		$95.4K Hold
187
– – 0.05% 155
2024
Q1 		$92.7K Buy
187
+31
+20% +$15.8K 0.06% 150
2023
Q4 		$82.1K Buy
156
+75
+93% +$40K 0.05% 151
2023
Q3 		$40.8K Hold
81
– – 0.03% 171
2023
Q2 		$38.9K Hold
81
– – 0.03% 175
2023
Q1 		$38.3K Buy
81
+11
+16% +$5.31K 0.03% 173
2022
Q4 		$37.1K Buy
+70
New +$37.1K 0.03% 169

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s UNH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $3.71K and leaving 62 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #382.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $168K in Q3 2024. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 62 shares of UnitedHealth worth $25.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #382 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s UnitedHealth position peaked at $168K in Q3 2024.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.