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Martel Wealth Advisors’s UnitedHealth UNH Stock Holding History

Martel 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 		$266K Buy
+639
New +$237K 0.04% 53

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Ninety One (UK)
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Martel Wealth Advisors's UNH Position: Q2 2026 in Review

Martel Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 639 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #53 among its holdings.

568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Martel Wealth Advisors held 639 shares of UnitedHealth worth $266K as of Q2 2026.
  • UnitedHealth was a new Martel Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.04% of Martel Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.