Maia Wealth’s UnitedHealth UNH Stock Holding History

Maia 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	$5.03M	Buy	12,104 +1,089	+10%	+$404K	0.74%	35
2026 Q1	$2.98M	Buy	11,015 +2,367	+27%	+$705K	0.5%	57
2025 Q4	$2.46M	Sell	8,648 -455	-5%	-$154K	0.42%	65
2025 Q3	$2.93M	Buy	9,103 +1,989	+28%	+$602K	0.49%	54
2025 Q2	$2.22M	Buy	7,114 +3,186	+81%	+$1.22M	0.42%	60
2025 Q1	$2.31M	Buy	3,928 +380	+11%	+$194K	0.52%	49
2024 Q4	$1.93M	Buy	3,548 +300	+9%	+$170K	0.42%	58
2024 Q3	$1.82M	Buy	3,248 +350	+12%	+$198K	0.45%	56
2024 Q2	$1.49M	Buy	+2,898	New	+$1.42M	0.45%	55
2023 Q4	$1.13M	Buy	+2,143	New	+$1.14M	0.46%	52

Other funds holding UNH

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Maia Wealth's UNH Position: Q2 2026 in Review

Maia Wealth increased its UnitedHealth (UNH) stake by 9.9% in Q2 2026, buying an estimated $404K and bringing the position to 12,104 shares worth $5.03M. The position accounts for 0.74% of the portfolio, ranked #35.

Maia Wealth first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. 1,264 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Maia Wealth held 12,104 shares of UnitedHealth worth $5.03M as of Q2 2026.
Maia Wealth bought 1,089 UnitedHealth shares in Q2 2026, an estimated $404K.
UnitedHealth made up 0.74% of Maia Wealth's portfolio in Q2 2026, its #35 holding.
Maia Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
1,264 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.