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Marshall & Sterling Wealth Advisors’s UnitedHealth UNH Stock Holding History

Marshall & Sterling 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 		$21.3K Hold
51
– – 0.01% 205
2026
Q1 		$13.9K Hold
51
– – 0.01% 221
2025
Q4 		$16.9K Sell
51
-126
-71% -$42.7K 0.01% 206
2025
Q3 		$60.5K Sell
177
-9
-5% -$2.72K 0.04% 156
2025
Q2 		$57.2K Buy
186
+21
+13% +$8.03K 0.04% 146
2025
Q1 		$86.6K Buy
165
+113
+217% +$57.8K 0.06% 111
2024
Q4 		$25.9K Buy
+52
New +$29.5K 0.02% 177

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's UNH Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 51 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #205.

Marshall & Sterling Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $86.6K in Q1 2025. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 51 shares of UnitedHealth worth $21.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's UnitedHealth position peaked at $86.6K in Q1 2025.
  • 1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.