Heartwood Wealth Advisors’s UnitedHealth UNH Stock Holding History

Heartwood Wealth Advisors’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	$1.83M	Buy	4,407 +350	+9%	+$130K	0.14%	71
2026 Q1	$1.1M	Buy	4,057 +3,383	+502%	+$1.01M	0.1%	93
2025 Q4	$222K	Buy	674 +181	+37%	+$61.3K	0.02%	194
2025 Q3	$170K	Buy	+493	New	+$149K	0.02%	213
2025 Q2	–	Sell	-511	Closed	-$268K	–	188
2025 Q1	$268K	Sell	511 -61	-11%	-$31.2K	0.03%	153
2024 Q4	$289K	Sell	572 -24	-4%	-$13.6K	0.03%	136
2024 Q3	$348K	Sell	596 -28	-4%	-$15.8K	0.04%	122
2024 Q2	$318K	Sell	624 -45	-7%	-$22.1K	0.04%	130
2024 Q1	$331K	Hold	669	–	–	0.04%	111
2023 Q4	$352K	Buy	669 +1	+0.1%	+$533	0.05%	101
2023 Q3	$337K	Sell	668 -15	-2%	-$7.38K	0.05%	98
2023 Q2	$328K	Sell	683 -2	-0.3%	-$978	0.05%	104
2023 Q1	$324K	Buy	685 +87	+15%	+$42K	0.05%	96
2022 Q4	$317K	Buy	598 +174	+41%	+$92.2K	0.05%	103
2022 Q3	$214K	Hold	424	–	–	0.04%	108
2022 Q2	$218K	Buy	+424	New	+$213K	0.04%	109

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Heartwood Wealth Advisors's UNH Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its UnitedHealth (UNH) stake by 8.6% in Q2 2026, buying an estimated $130K and bringing the position to 4,407 shares worth $1.83M. The position accounts for 0.14% of the portfolio, ranked #71.

Heartwood Wealth Advisors first reported a position in UNH in Q2 2022 and has held it in 16 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Heartwood Wealth Advisors held 4,407 shares of UnitedHealth worth $1.83M as of Q2 2026.
Heartwood Wealth Advisors bought 350 UnitedHealth shares in Q2 2026, an estimated $130K.
UnitedHealth made up 0.14% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Heartwood Wealth Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 16 quarters since.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.