Heritage Wealth Management (California)’s UnitedHealth UNH Stock Holding History

Heritage Wealth Management (California)’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	$219K	Buy	+526	New	+$195K	0.08%	95
2026 Q1	–	Sell	-825	Closed	-$272K	–	99
2025 Q4	$272K	Sell	825 -74	-8%	-$25.1K	0.17%	74
2025 Q3	$310K	Sell	899 -2	-0.2%	-$605	0.21%	69
2025 Q2	$281K	Sell	901 -188	-17%	-$71.9K	0.19%	69
2025 Q1	$570K	Sell	1,089 -6	-0.5%	-$3.07K	0.43%	45
2024 Q4	$554K	Buy	1,095 +169	+18%	+$96K	0.4%	45
2024 Q3	$541K	Buy	926 +14	+2%	+$7.92K	0.38%	51
2024 Q2	$464K	Buy	912 +10	+1%	+$4.9K	0.34%	50
2024 Q1	$446K	Sell	902 -3	-0.3%	-$1.52K	0.34%	49
2023 Q4	$476K	Buy	+905	New	+$483K	0.38%	48

Other funds holding UNH

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Heritage Wealth Management (California)'s UNH Position: Q2 2026 in Review

Heritage Wealth Management (California) opened a new position in UnitedHealth (UNH) in Q2 2026: 526 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings. This is a return to the name: Heritage Wealth Management (California) previously reported a position in UNH as recently as Q4 2025.

Heritage Wealth Management (California) first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $570K in Q1 2025. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Heritage Wealth Management (California) held 526 shares of UnitedHealth worth $219K as of Q2 2026.
UnitedHealth was a new Heritage Wealth Management (California) position in Q2 2026.
UnitedHealth made up 0.08% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #95 holding.
Heritage Wealth Management (California) first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Heritage Wealth Management (California)'s UnitedHealth position peaked at $570K in Q1 2025.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.