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Golden State Wealth Management’s UnitedHealth UNH Stock Holding History

Golden State 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 		$785K Buy
1,889
+171
+10% +$63.4K 0.07% 224
2026
Q1 		$465K Buy
1,718
+121
+8% +$36K 0.05% 257
2025
Q4 		$527K Buy
1,597
+147
+10% +$49.8K 0.06% 241
2025
Q3 		$501K Buy
1,450
+553
+62% +$167K 0.06% 243
2025
Q2 		$280K Sell
897
-750
-46% -$287K 0.03% 313
2025
Q1 		$863K Sell
1,647
-67
-4% -$34.3K 0.13% 138
2024
Q4 		$867K Buy
+1,714
New +$974K 0.13% 130
2022
Q1 		$1.1M Sell
2,164
-2,155
-50% -$1.04M 0.22% 92
2021
Q4 		$2.17M Buy
4,319
+1,719
+66% +$778K 0.37% 48
2021
Q3 		$1.02M Sell
2,600
-81
-3% -$33.5K 0.22% 89
2021
Q2 		$1.07M Sell
2,681
-901
-25% -$359K 0.24% 85
2021
Q1 		$1.33M Sell
3,582
-2,515
-41% -$871K 0.44% 42
2020
Q4 		$2.14M Buy
6,097
+1,530
+34% +$513K 0.62% 32
2020
Q3 		$1.42M Sell
4,567
-1,366
-23% -$420K 0.48% 37
2020
Q2 		$1.75M Buy
5,933
+4,121
+227% +$1.18M 0.56% 31
2020
Q1 		$452K Buy
+1,812
New +$499K 0.2% 78
2019
Q4 		– Sell
-5,116
Closed -$1.11M – 879
2019
Q3 		$1.11M Sell
5,116
-953
-16% -$230K 0.37% 54
2019
Q2 		$1.48M Sell
6,069
-275
-4% -$66.1K 0.47% 45
2019
Q1 		$1.57M Buy
+6,344
New +$1.62M 0.52% 41

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 22.96% 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

Golden State Wealth Management's UNH Position: Q2 2026 in Review

Golden State Wealth Management increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $63.4K and bringing the position to 1,889 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #224.

Golden State Wealth Management first reported a position in UNH in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.17M in Q4 2021. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Golden State Wealth Management held 1,889 shares of UnitedHealth worth $785K as of Q2 2026.
  • Golden State Wealth Management bought 171 UnitedHealth shares in Q2 2026, an estimated $63.4K.
  • UnitedHealth made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Golden State Wealth Management first reported a position in UnitedHealth in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's UnitedHealth position peaked at $2.17M in Q4 2021.
  • 1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.