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Fourth Dimension Wealth’s UnitedHealth UNH Stock Holding History

Fourth Dimension Wealth’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 		$360K Buy
865
+698
+418% +$259K 0.11% 122
2026
Q1 		$45.2K Hold
167
– – 0.02% 241
2025
Q4 		$55.1K Sell
167
-43
-20% -$14.6K 0.02% 227
2025
Q3 		$72.5K Buy
210
+85
+68% +$25.7K 0.03% 195
2025
Q2 		$39K Hold
125
– – 0.02% 254
2025
Q1 		$65.5K Hold
125
– – 0.03% 196
2024
Q4 		$63.2K Buy
+125
New +$71K 0.03% 197

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fourth Dimension Wealth's UNH Position: Q2 2026 in Review

Fourth Dimension Wealth increased its UnitedHealth (UNH) stake by 418% in Q2 2026, buying an estimated $259K and bringing the position to 865 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #122.

Fourth Dimension Wealth first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fourth Dimension Wealth held 865 shares of UnitedHealth worth $360K as of Q2 2026.
  • Fourth Dimension Wealth bought 698 UnitedHealth shares in Q2 2026, an estimated $259K.
  • UnitedHealth made up 0.11% of Fourth Dimension Wealth's portfolio in Q2 2026, its #122 holding.
  • Fourth Dimension Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.