MGWM
UNH icon

Marks Group Wealth Management’s UnitedHealth UNH Stock Holding History

Marks Group 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 		$9.9M Sell
23,818
-16,052
-40% -$5.95M 0.86% 22
2026
Q1 		$10.8M Sell
39,870
-8,094
-17% -$2.41M 1.04% 17
2025
Q4 		$15.8M Buy
47,964
+162
+0.3% +$54.9K 1.52% 8
2025
Q3 		$16.5M Buy
47,802
+28,142
+143% +$8.51M 1.53% 7
2025
Q2 		$6.13M Buy
19,660
+524
+3% +$200K 0.57% 76
2025
Q1 		$10M Sell
19,136
-12,090
-39% -$6.18M 0.96% 17
2024
Q4 		$15.8M Buy
31,226
+720
+2% +$409K 1.56% 6
2024
Q3 		$17.8M Sell
30,506
-108
-0.4% -$61.1K 1.7% 4
2024
Q2 		$15.6M Buy
30,614
+1,899
+7% +$931K 1.64% 4
2024
Q1 		$14.2M Buy
28,715
+1,312
+5% +$667K 1.48% 7
2023
Q4 		$14.4M Buy
27,403
+598
+2% +$319K 1.64% 5
2023
Q3 		$13.5M Buy
26,805
+445
+2% +$219K 1.67% 5
2023
Q2 		$12.7M Buy
26,360
+449
+2% +$220K 1.51% 6
2023
Q1 		$12.2M Buy
25,911
+645
+3% +$311K 1.56% 5
2022
Q4 		$13.4M Buy
25,266
+190
+0.8% +$101K 1.83% 4
2022
Q3 		$12.7M Buy
25,076
+520
+2% +$273K 1.93% 2
2022
Q2 		$12.6M Sell
24,556
-4,120
-14% -$2.07M 1.82% 2
2022
Q1 		$14.6M Buy
28,676
+1,321
+5% +$637K 1.84% 4
2021
Q4 		$13.9M Buy
27,355
+524
+2% +$237K 1.69% 4
2021
Q3 		$10.5M Sell
26,831
-907
-3% -$376K 1.42% 7
2021
Q2 		$11.1M Sell
27,738
-621
-2% -$248K 1.53% 6
2021
Q1 		$10.5M Buy
28,359
+180
+0.6% +$62.4K 1.56% 7
2020
Q4 		$9.88M Buy
28,179
+443
+2% +$148K 1.54% 7
2020
Q3 		$8.65M Buy
27,736
+836
+3% +$257K 1.56% 6
2020
Q2 		$7.94M Buy
26,900
+14,692
+120% +$4.21M 1.61% 3
2020
Q1 		$3M Buy
12,208
+245
+2% +$67.4K 0.77% 61
2019
Q4 		$3.52M Buy
+11,963
New +$3.13M 0.69% 66

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

Marks Group Wealth Management's UNH Position: Q2 2026 in Review

Marks Group Wealth Management reduced its UnitedHealth (UNH) stake by 40% in Q2 2026, selling an estimated $5.95M and leaving 23,818 shares worth $9.9M. The position accounts for 0.86% of the portfolio, ranked #22.

Marks Group Wealth Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.8M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Marks Group Wealth Management held 23,818 shares of UnitedHealth worth $9.9M as of Q2 2026.
  • Marks Group Wealth Management sold 16,052 UnitedHealth shares in Q2 2026, an estimated $5.95M.
  • UnitedHealth made up 0.86% of Marks Group Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Marks Group Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's UnitedHealth position peaked at $17.8M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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