GWAG
UNH icon

Garrett Wealth Advisory Group’s UnitedHealth UNH Stock Holding History

Garrett Wealth Advisory Group’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 		$205K Buy
+493
New +$183K 0.03% 142
2019
Q4 		– Sell
-266
Closed -$57.8K – 604
2019
Q3 		$57.8K Buy
+266
New +$64.2K 0.04% 121

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Garrett Wealth Advisory Group's UNH Position: Q2 2026 in Review

Garrett Wealth Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 493 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Garrett Wealth Advisory Group previously reported a position in UNH as recently as Q3 2019.

Garrett Wealth Advisory Group first reported a position in UNH in Q3 2019 and has held it in 2 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Garrett Wealth Advisory Group held 493 shares of UnitedHealth worth $205K as of Q2 2026.
  • UnitedHealth was a new Garrett Wealth Advisory Group position in Q2 2026.
  • UnitedHealth made up 0.03% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #142 holding.
  • Garrett Wealth Advisory Group first reported a position in UnitedHealth in Q3 2019 and has held it in 2 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.