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High Net Worth Advisory Group’s UnitedHealth UNH Stock Holding History

High Net Worth Advisory Group’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 		$728K Buy
1,751
+6
+0.3% +$2.22K 0.15% 129
2026
Q1 		$472K Buy
1,745
+518
+42% +$154K 0.11% 151
2025
Q4 		$405K Buy
1,227
+101
+9% +$34.2K 0.09% 157
2025
Q3 		$389K Sell
1,126
-192
-15% -$58.1K 0.09% 157
2025
Q2 		$412K Buy
1,318
+270
+26% +$103K 0.11% 147
2025
Q1 		$549K Hold
1,048
– – 0.16% 121
2024
Q4 		$530K Sell
1,048
-200
-16% -$114K 0.15% 124
2024
Q3 		$730K Hold
1,248
– – 0.2% 103
2024
Q2 		$636K Sell
1,248
-30
-2% -$14.7K 0.19% 104
2024
Q1 		$632K Buy
1,278
+270
+27% +$137K 0.2% 104
2023
Q4 		$531K Sell
1,008
-77
-7% -$41.1K 0.2% 104
2023
Q3 		$547K Buy
1,085
+93
+9% +$45.8K 0.22% 99
2023
Q2 		$477K Buy
992
+44
+5% +$21.5K 0.19% 115
2023
Q1 		$448K Buy
948
+15
+2% +$7.24K 0.18% 115
2022
Q4 		$495K Sell
933
-65
-7% -$34.4K 0.19% 107
2022
Q3 		$504K Hold
998
– – 0.22% 98
2022
Q2 		$513K Buy
998
+151
+18% +$75.8K 0.21% 98
2022
Q1 		$432K Buy
847
+123
+17% +$59.3K 0.16% 119
2021
Q4 		$364K Buy
+724
New +$328K 0.13% 136

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 $3.37T AUM 44.26% 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

High Net Worth Advisory Group's UNH Position: Q2 2026 in Review

High Net Worth Advisory Group increased its UnitedHealth (UNH) stake by 0.34% in Q2 2026, buying an estimated $2.22K and bringing the position to 1,751 shares worth $728K. The position accounts for 0.15% of the portfolio, ranked #129.

High Net Worth Advisory Group first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $730K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • High Net Worth Advisory Group held 1,751 shares of UnitedHealth worth $728K as of Q2 2026.
  • High Net Worth Advisory Group bought 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
  • UnitedHealth made up 0.15% of High Net Worth Advisory Group's portfolio in Q2 2026, its #129 holding.
  • High Net Worth Advisory Group first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's UnitedHealth position peaked at $730K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.