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UNH icon

GWN Securities’s UnitedHealth UNH Stock Holding History

GWN Securities’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 		$3.24M Sell
7,790
-579
-7% -$215K 0.54% 38
2026
Q1 		$2.26M Buy
8,369
+236
+3% +$70.3K 0.43% 60
2025
Q4 		$2.69M Buy
8,133
+839
+12% +$284K 0.54% 48
2025
Q3 		$2.56M Sell
7,294
-5,860
-45% -$1.77M 0.59% 46
2025
Q2 		$4.21M Sell
13,154
-9,532
-42% -$3.64M 0.78% 34
2025
Q1 		$10.1M Buy
22,686
+22,044
+3,434% +$11.3M 0.57% 36
2024
Q4 		$341K Buy
+642
New +$365K 0.09% 217

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

GWN Securities's UNH Position: Q2 2026 in Review

GWN Securities reduced its UnitedHealth (UNH) stake by 6.9% in Q2 2026, selling an estimated $215K and leaving 7,790 shares worth $3.24M. The position accounts for 0.54% of the portfolio, ranked #38.

GWN Securities first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • GWN Securities held 7,790 shares of UnitedHealth worth $3.24M as of Q2 2026.
  • GWN Securities sold 579 UnitedHealth shares in Q2 2026, an estimated $215K.
  • UnitedHealth made up 0.54% of GWN Securities's portfolio in Q2 2026, its #38 holding.
  • GWN Securities first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's UnitedHealth position peaked at $10.1M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.