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

Heritage Wealth Management (Ohio)’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	$505K	Hold	1,216	–	–	0.13%	162
2026 Q1	$329K	Sell	1,216 -78	-6%	-$23.2K	0.16%	118
2025 Q4	$427K	Buy	1,294 +21	+2%	+$7.12K	0.12%	166
2025 Q3	$440K	Buy	1,273 +11	+0.9%	+$3.33K	0.13%	155
2025 Q2	$394K	Sell	1,262 -805	-39%	-$308K	0.13%	166
2025 Q1	$1.08M	Sell	2,067 -291	-12%	-$149K	0.37%	69
2024 Q4	$1.19M	Sell	2,358 -30	-1%	-$17K	0.4%	65
2024 Q3	$1.4M	Hold	2,388	–	–	0.46%	55
2024 Q2	$1.17M	Buy	+2,388	New	+$1.17M	0.39%	68

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

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

Heritage Wealth Management (Ohio) held its UnitedHealth (UNH) position steady in Q2 2026 at 1,216 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #162.

Heritage Wealth Management (Ohio) first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Heritage Wealth Management (Ohio) held 1,216 shares of UnitedHealth worth $505K as of Q2 2026.
Heritage Wealth Management (Ohio) left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.13% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #162 holding.
Heritage Wealth Management (Ohio) first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s UnitedHealth position peaked at $1.4M in Q3 2024.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.