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Gen-Wealth Partners’s UnitedHealth UNH Stock Holding History

Gen-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 		$2.11M Sell
5,074
-210
-4% -$77.8K 0.59% 46
2026
Q1 		$1.43M Buy
5,284
+286
+6% +$85.2K 0.45% 54
2025
Q4 		$1.65M Sell
4,998
-137
-3% -$46.4K 0.53% 49
2025
Q3 		$1.77M Buy
5,135
+1,567
+44% +$474K 0.6% 42
2025
Q2 		$1.11M Sell
3,568
-426
-11% -$163K 0.43% 58
2025
Q1 		$2.09M Buy
3,994
+478
+14% +$244K 0.87% 21
2024
Q4 		$1.78M Buy
3,516
+341
+11% +$194K 0.76% 24
2024
Q3 		$1.79M Buy
3,175
+407
+15% +$230K 0.78% 24
2024
Q2 		$1.41M Buy
2,768
+158
+6% +$77.4K 0.68% 30
2024
Q1 		$1.29M Buy
+2,610
New +$1.33M 0.64% 34

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

Gen-Wealth Partners's UNH Position: Q2 2026 in Review

Gen-Wealth Partners reduced its UnitedHealth (UNH) stake by 4% in Q2 2026, selling an estimated $77.8K and leaving 5,074 shares worth $2.11M. The position accounts for 0.59% of the portfolio, ranked #46.

Gen-Wealth Partners first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gen-Wealth Partners held 5,074 shares of UnitedHealth worth $2.11M as of Q2 2026.
  • Gen-Wealth Partners sold 210 UnitedHealth shares in Q2 2026, an estimated $77.8K.
  • UnitedHealth made up 0.59% of Gen-Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Gen-Wealth Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.