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Maridea Wealth Management’s UnitedHealth UNH Stock Holding History

Maridea 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 		$544K Buy
+1,309
New +$485K 0.06% 289
2025
Q4 		– Sell
-1,487
Closed -$542K – 462
2025
Q3 		$542K Buy
1,487
+775
+109% +$234K 0.08% 227
2025
Q2 		$222K Buy
+712
New +$272K 0.06% 246
2025
Q1 		– Sell
-1,392
Closed -$704K – 277
2024
Q4 		$704K Buy
+1,392
New +$791K 0.23% 74

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

Maridea Wealth Management's UNH Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,309 shares worth $544K. The stake represents 0.06% of the portfolio and ranks #289 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in UNH as recently as Q3 2025.

Maridea Wealth Management first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $704K in Q4 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Maridea Wealth Management held 1,309 shares of UnitedHealth worth $544K as of Q2 2026.
  • UnitedHealth was a new Maridea Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Maridea Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • Maridea Wealth Management's UnitedHealth position peaked at $704K in Q4 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.