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Guardian Wealth Advisors (North Carolina)’s UnitedHealth UNH Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.87M Buy
4,507
+217
+5% +$80.4K 0.11% 122
2026
Q1 		$1.16M Sell
4,290
-287
-6% -$85.5K 0.07% 136
2025
Q4 		$1.51M Sell
4,577
-202
-4% -$68.5K 0.09% 122
2025
Q3 		$1.65M Sell
4,779
-568
-11% -$172K 0.11% 111
2025
Q2 		$1.67M Sell
5,347
-2,117
-28% -$809K 0.12% 102
2025
Q1 		$3.91M Buy
7,464
+189
+3% +$96.6K 0.31% 51
2024
Q4 		$3.68M Buy
7,275
+938
+15% +$533K 0.29% 55
2024
Q3 		$3.7M Buy
6,337
+102
+2% +$57.7K 0.39% 40
2024
Q2 		$3.18M Buy
6,235
+202
+3% +$99K 0.37% 39
2024
Q1 		$2.98M Buy
6,033
+109
+2% +$55.4K 0.37% 38
2023
Q4 		$3.12M Sell
5,924
-14
-0.2% -$7.47K 0.47% 34
2023
Q3 		$2.99M Buy
5,938
+227
+4% +$112K 0.51% 33
2023
Q2 		$2.75M Buy
5,711
+347
+6% +$170K 0.47% 26
2023
Q1 		$2.54M Buy
5,364
+164
+3% +$79.1K 0.45% 27
2022
Q4 		$2.76M Sell
5,200
-78
-1% -$41.3K 0.53% 21
2022
Q3 		$2.67M Sell
5,278
-10
-0.2% -$5.26K 0.5% 23
2022
Q2 		$2.72M Buy
5,288
+2,001
+61% +$1M 0.5% 21
2022
Q1 		$1.68M Sell
3,287
-573
-15% -$276K 0.72% 25
2021
Q4 		$1.94M Buy
+3,860
New +$1.75M 0.83% 27

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s UNH Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its UnitedHealth (UNH) stake by 5.1% in Q2 2026, buying an estimated $80.4K and bringing the position to 4,507 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #122.

Guardian Wealth Advisors (North Carolina) first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.91M in Q1 2025. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,507 shares of UnitedHealth worth $1.87M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 217 UnitedHealth shares in Q2 2026, an estimated $80.4K.
  • UnitedHealth made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #122 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s UnitedHealth position peaked at $3.91M in Q1 2025.
  • 3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.