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Marin Bay Wealth Advisors’s UnitedHealth UNH Stock Holding History

Marin Bay Wealth Advisors’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 		$343K Sell
824
-1,063
-56% -$394K 0.18% 89
2026
Q1 		$225K Buy
1,887
+549
+41% +$163K 0.14% 111
2025
Q4 		$442K Buy
+1,338
New +$453K 0.25% 59

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

Marin Bay Wealth Advisors's UNH Position: Q2 2026 in Review

Marin Bay Wealth Advisors reduced its UnitedHealth (UNH) stake by 56% in Q2 2026, selling an estimated $394K and leaving 824 shares worth $343K. The position accounts for 0.18% of the portfolio, ranked #89.

Marin Bay Wealth Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $442K in Q4 2025. 3,371 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Marin Bay Wealth Advisors held 824 shares of UnitedHealth worth $343K as of Q2 2026.
  • Marin Bay Wealth Advisors sold 1,063 UnitedHealth shares in Q2 2026, an estimated $394K.
  • UnitedHealth made up 0.18% of Marin Bay Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Marin Bay Wealth Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Marin Bay Wealth Advisors's UnitedHealth position peaked at $442K in Q4 2025.
  • 3,371 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Marin Bay Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.