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Great Waters Wealth Management’s UnitedHealth UNH Stock Holding History

Great Waters 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 		$8.57M Buy
20,620
+1,884
+10% +$698K 0.79% 14
2026
Q1 		$5.07M Buy
18,736
+1,539
+9% +$458K 0.54% 15
2025
Q4 		$5.68M Sell
17,197
-49
-0.3% -$16.6K 0.62% 15
2025
Q3 		$5.96M Sell
17,246
-2
-0% -$605 0.7% 15
2025
Q2 		$5.38M Buy
17,248
+11
+0.1% +$4.2K 0.7% 15
2025
Q1 		$9.03M Sell
17,237
-347
-2% -$177K 1.25% 13
2024
Q4 		$8.9M Sell
17,584
-289
-2% -$164K 1.14% 14
2024
Q3 		$10.5M Sell
17,873
-127
-0.7% -$71.8K 1.41% 13
2024
Q2 		$9.17M Sell
18,000
-634
-3% -$311K 1.4% 13
2024
Q1 		$9.22M Sell
18,634
-42
-0.2% -$21.4K 1.51% 13
2023
Q4 		$10.1M Sell
18,676
-254
-1% -$135K 1.8% 12
2023
Q3 		$9.93M Sell
18,930
-80
-0.4% -$39.4K 1.97% 12
2023
Q2 		$9.14M Buy
19,010
+96
+0.5% +$46.9K 1.82% 12
2023
Q1 		$9.15M Sell
18,914
-223
-1% -$108K 1.93% 12
2022
Q4 		$9.42M Buy
+19,137
New +$10.1M 2.03% 12

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Great Waters Wealth Management's UNH Position: Q2 2026 in Review

Great Waters Wealth Management increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $698K and bringing the position to 20,620 shares worth $8.57M. The position accounts for 0.79% of the portfolio, ranked #14.

Great Waters Wealth Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Great Waters Wealth Management held 20,620 shares of UnitedHealth worth $8.57M as of Q2 2026.
  • Great Waters Wealth Management bought 1,884 UnitedHealth shares in Q2 2026, an estimated $698K.
  • UnitedHealth made up 0.79% of Great Waters Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Great Waters Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's UnitedHealth position peaked at $10.5M in Q3 2024.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.