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Genesis Private Wealth’s UnitedHealth UNH Stock Holding History

Genesis Private 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 		$210K Buy
+506
New +$188K 0.06% 181
2025
Q2 		– Sell
-538
Closed -$282K – 167
2025
Q1 		$282K Buy
538
+64
+14% +$32.7K 0.15% 91
2024
Q4 		$240K Buy
+474
New +$269K 0.13% 106

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Genesis Private Wealth's UNH Position: Q2 2026 in Review

Genesis Private Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 506 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #181 among its holdings. This is a return to the name: Genesis Private Wealth previously reported a position in UNH as recently as Q1 2025.

Genesis Private Wealth first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $282K in Q1 2025. 750 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Genesis Private Wealth held 506 shares of UnitedHealth worth $210K as of Q2 2026.
  • UnitedHealth was a new Genesis Private Wealth position in Q2 2026.
  • UnitedHealth made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Genesis Private Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Genesis Private Wealth's UnitedHealth position peaked at $282K in Q1 2025.
  • 750 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.