Left Brain Wealth Management’s UnitedHealth UNH Stock Holding History

Left Brain Wealth Management’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	$416K	Buy	+1,002	New	+$371K	0.13%	72
2025 Q4	–	Sell	-6,254	Closed	-$2.16M	–	106
2025 Q3	$2.16M	Sell	6,254 -3,620	-37%	-$1.09M	0.68%	37
2025 Q2	$3.08M	Buy	9,874 +5,954	+152%	+$2.28M	1.09%	34
2025 Q1	$2.05M	Sell	3,920 -163	-4%	-$83.3K	0.9%	36
2024 Q4	$2.07M	Sell	4,083 -136	-3%	-$77.3K	0.78%	39
2024 Q3	$2.47M	Buy	4,219 +42	+1%	+$23.8K	1.15%	31
2024 Q2	$2.13M	Buy	4,177 +67	+2%	+$32.8K	0.99%	34
2024 Q1	$2.03M	Sell	4,110 -275	-6%	-$140K	0.98%	34
2023 Q4	$2.31M	Buy	4,385 +536	+14%	+$286K	1.33%	30
2023 Q3	$1.94M	Sell	3,849 -4,385	-53%	-$2.16M	1.21%	30
2023 Q2	$3.96M	Sell	8,234 -178	-2%	-$87K	2.41%	12
2023 Q1	$4.14M	Buy	8,412 +45	+0.5%	+$21.7K	2.82%	10
2022 Q4	$4.44M	Buy	+8,367	New	+$4.43M	3.32%	11

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Left Brain Wealth Management's UNH Position: Q2 2026 in Review

Left Brain Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,002 shares worth $416K. The stake represents 0.13% of the portfolio and ranks #72 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in UNH as recently as Q3 2025.

Left Brain Wealth Management first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.44M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Left Brain Wealth Management held 1,002 shares of UnitedHealth worth $416K as of Q2 2026.
UnitedHealth was a new Left Brain Wealth Management position in Q2 2026.
UnitedHealth made up 0.13% of Left Brain Wealth Management's portfolio in Q2 2026, its #72 holding.
Left Brain Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Left Brain Wealth Management's UnitedHealth position peaked at $4.44M in Q4 2022.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Left Brain Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.