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Gateway Wealth Partners’s UnitedHealth UNH Stock Holding History

Gateway Wealth Partners’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 		$2.01M Sell
4,832
-2,777
-36% -$1.03M 0.12% 193
2026
Q1 		$2.06M Buy
7,609
+5,383
+242% +$1.6M 0.08% 248
2025
Q4 		$735K Sell
2,226
-377
-14% -$128K 0.08% 227
2025
Q3 		$899K Buy
2,603
+561
+27% +$170K 0.12% 172
2025
Q2 		$637K Buy
2,042
+789
+63% +$302K 0.12% 176
2025
Q1 		$656K Buy
1,253
+95
+8% +$48.6K 0.15% 150
2024
Q4 		$586K Buy
1,158
+12
+1% +$6.82K 0.15% 146
2024
Q3 		$670K Sell
1,146
-65
-5% -$36.8K 0.18% 118
2024
Q2 		$617K Buy
1,211
+313
+35% +$153K 0.19% 129
2024
Q1 		$444K Buy
898
+143
+19% +$72.7K 0.16% 128
2023
Q4 		$397K Sell
755
-101
-12% -$53.9K 0.16% 125
2023
Q3 		$431K Buy
856
+100
+13% +$49.2K 0.08% 145
2023
Q2 		$363K Sell
756
-22,551
-97% -$11M 0.06% 158
2023
Q1 		$11M Sell
23,307
-372
-2% -$180K 1.69% 13
2022
Q4 		$12.6M Buy
+23,679
New +$12.5M 2.16% 12

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Gateway Wealth Partners's UNH Position: Q2 2026 in Review

Gateway Wealth Partners reduced its UnitedHealth (UNH) stake by 36% in Q2 2026, selling an estimated $1.03M and leaving 4,832 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #193.

Gateway Wealth Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q4 2022. 1,778 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gateway Wealth Partners held 4,832 shares of UnitedHealth worth $2.01M as of Q2 2026.
  • Gateway Wealth Partners sold 2,777 UnitedHealth shares in Q2 2026, an estimated $1.03M.
  • UnitedHealth made up 0.12% of Gateway Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Gateway Wealth Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's UnitedHealth position peaked at $12.6M in Q4 2022.
  • 1,778 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.