HIW
UNH icon

Holos Integrated Wealth’s UnitedHealth UNH Stock Holding History

Holos Integrated Wealth’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 		$36.4K Hold
85
– – 0.02% 174
2026
Q1 		$26.2K Hold
85
– – 0.01% 195
2025
Q4 		$28.6K Hold
85
– – 0.02% 144
2025
Q3 		$30.1K Hold
85
– – 0.02% 136
2025
Q2 		$21.3K Sell
85
-420
-83% -$161K 0.01% 152
2025
Q1 		$264K Hold
505
– – 0.17% 52
2024
Q4 		$255K Buy
+505
New +$287K 0.17% 46

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Holos Integrated Wealth's UNH Position: Q2 2026 in Review

Holos Integrated Wealth held its UnitedHealth (UNH) position steady in Q2 2026 at 85 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #174.

Holos Integrated Wealth first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $264K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Holos Integrated Wealth held 85 shares of UnitedHealth worth $36.4K as of Q2 2026.
  • Holos Integrated Wealth left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #174 holding.
  • Holos Integrated Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's UnitedHealth position peaked at $264K in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.