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GeoWealth Management’s UnitedHealth UNH Stock Holding History

GeoWealth Management’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 		$1.14M Buy
2,747
+170
+7% +$63K 0.04% 289
2026
Q1 		$697K Sell
2,577
-515
-17% -$153K 0.03% 390
2025
Q4 		$1.02M Sell
3,092
-1,543
-33% -$523K 0.04% 270
2025
Q3 		$1.6M Sell
4,635
-3,048
-40% -$922K 0.06% 204
2025
Q2 		$2.4M Sell
7,683
-2,495
-25% -$954K 0.09% 130
2025
Q1 		$5.33M Sell
10,178
-1,330
-12% -$680K 0.21% 63
2024
Q4 		$5.82M Sell
11,508
-844
-7% -$480K 0.19% 86
2024
Q3 		$7.22M Buy
12,352
+1,204
+11% +$681K 0.26% 69
2024
Q2 		$5.68M Buy
11,148
+1,599
+17% +$784K 0.25% 60
2024
Q1 		$4.72M Buy
9,549
+3,044
+47% +$1.55M 0.18% 98
2023
Q4 		$3.42M Buy
6,505
+5,587
+609% +$2.98M 0.28% 81
2023
Q3 		$463K Buy
918
+170
+23% +$83.7K 0.05% 209
2023
Q2 		$360K Buy
748
+2
+0.3% +$978 0.04% 200
2023
Q1 		$352K Sell
746
-772
-51% -$373K 0.04% 164
2022
Q4 		$805K Buy
1,518
+254
+20% +$135K 0.09% 124
2022
Q3 		$640K Buy
1,264
+200
+19% +$105K 0.07% 144
2022
Q2 		$546K Sell
1,064
-1
-0.1% -$502 0.07% 150
2022
Q1 		$544K Sell
1,065
-13
-1% -$6.27K 0.05% 198
2021
Q4 		$541K Buy
1,078
+9
+0.8% +$4.07K 0.04% 200
2021
Q3 		$418K Sell
1,069
-9
-0.8% -$3.73K 0.03% 234
2021
Q2 		$432K Buy
1,078
+33
+3% +$13.2K 0.05% 159
2021
Q1 		$390K Sell
1,045
-248
-19% -$85.9K 0.06% 145
2020
Q4 		$457K Buy
+1,293
New +$433K 0.07% 148
2019
Q4 		– Sell
-2,407
Closed -$523K – 209
2019
Q3 		$523K Buy
+2,407
New +$581K 0.12% 97

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

GeoWealth Management's UNH Position: Q2 2026 in Review

GeoWealth Management increased its UnitedHealth (UNH) stake by 6.6% in Q2 2026, buying an estimated $63K and bringing the position to 2,747 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #289.

GeoWealth Management first reported a position in UNH in Q3 2019 and has held it in 24 quarters since. The position peaked at $7.22M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GeoWealth Management held 2,747 shares of UnitedHealth worth $1.14M as of Q2 2026.
  • GeoWealth Management bought 170 UnitedHealth shares in Q2 2026, an estimated $63K.
  • UnitedHealth made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #289 holding.
  • GeoWealth Management first reported a position in UnitedHealth in Q3 2019 and has held it in 24 quarters since.
  • GeoWealth Management's UnitedHealth position peaked at $7.22M in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.