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Global Wealth Strategies & Associates’s UnitedHealth UNH Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-140
Closed -$37.9K – 443
2026
Q1 		$37.9K Buy
140
+126
+900% +$37.5K 0.01% 198
2025
Q4 		$4.62K Sell
14
-12
-46% -$4.07K ﹤0.01% 368
2025
Q3 		$8.98K Sell
26
-17
-40% -$5.14K ﹤0.01% 296
2025
Q2 		$13.4K Sell
43
-47
-52% -$18K ﹤0.01% 200
2025
Q1 		$47.1K Buy
90
+20
+29% +$10.2K 0.01% 122
2024
Q4 		$35.4K Buy
70
+17
+32% +$9.66K 0.01% 127
2024
Q3 		$31K Buy
53
+32
+152% +$18.1K 0.01% 118
2024
Q2 		$10.7K Hold
21
– – ﹤0.01% 171
2024
Q1 		$10.4K Hold
21
– – ﹤0.01% 175
2023
Q4 		$11.1K Hold
21
– – ﹤0.01% 156
2023
Q3 		$10.6K Hold
21
– – ﹤0.01% 157
2023
Q2 		$10.1K Hold
21
– – ﹤0.01% 162
2023
Q1 		$9.92K Hold
21
– – 0.01% 160
2022
Q4 		$11.1K Buy
+21
New +$11.1K 0.01% 143

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Global Wealth Strategies & Associates's UNH Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 140 shares — an estimated $37.9K sold.

Global Wealth Strategies & Associates first reported a position in UNH in Q4 2022 and held it in 14 quarters. The position peaked at $47.1K in Q1 2025. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 140 UnitedHealth shares in Q2 2026, an estimated $37.9K.
  • Global Wealth Strategies & Associates first reported a position in UnitedHealth in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's UnitedHealth position peaked at $47.1K in Q1 2025.
  • 1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.