Global Wealth Management’s UnitedHealth UNH Stock Holding History

Global Wealth 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	$293K	Buy	+705	New	+$261K	0.15%	38

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Global Wealth Management's UNH Position: Q2 2026 in Review

Global Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 705 shares worth $293K. The stake represents 0.15% of the portfolio and ranks #38 among its holdings.

834 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Global Wealth Management held 705 shares of UnitedHealth worth $293K as of Q2 2026.
UnitedHealth was a new Global Wealth Management position in Q2 2026.
UnitedHealth made up 0.15% of Global Wealth Management's portfolio in Q2 2026, its #38 holding.
834 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.