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McGlone Suttner Wealth Management’s UnitedHealth UNH Stock Holding History

McGlone Suttner 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 		$539K Buy
1,297
+49
+4% +$18.2K 0.06% 125
2026
Q1 		$338K Buy
1,248
+69
+6% +$20.5K 0.04% 148
2025
Q4 		$389K Sell
1,179
-516
-30% -$175K 0.05% 138
2025
Q3 		$585K Buy
1,695
+440
+35% +$133K 0.08% 104
2025
Q2 		$391K Sell
1,255
-926
-42% -$354K 0.06% 136
2025
Q1 		$1.14M Buy
2,181
+806
+59% +$412K 0.19% 60
2024
Q4 		$695K Sell
1,375
-219
-14% -$124K 0.12% 81
2024
Q3 		$932K Buy
1,594
+349
+28% +$197K 0.19% 64
2024
Q2 		$655K Buy
1,245
+13
+1% +$6.37K 0.13% 74
2024
Q1 		$609K Sell
1,232
-13
-1% -$6.61K 0.11% 82
2023
Q4 		$655K Buy
1,245
+33
+3% +$17.6K 0.13% 74
2023
Q3 		$613K Buy
1,212
+9
+0.7% +$4.43K 0.14% 68
2023
Q2 		$579K Buy
1,203
+90
+8% +$44K 0.13% 71
2023
Q1 		$527K Buy
1,113
+46
+4% +$22.2K 0.14% 69
2022
Q4 		$566K Buy
+1,067
New +$565K 0.18% 65

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

McGlone Suttner Wealth Management's UNH Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its UnitedHealth (UNH) stake by 3.9% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,297 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #125.

McGlone Suttner Wealth Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • McGlone Suttner Wealth Management held 1,297 shares of UnitedHealth worth $539K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 49 UnitedHealth shares in Q2 2026, an estimated $18.2K.
  • UnitedHealth made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #125 holding.
  • McGlone Suttner Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's UnitedHealth position peaked at $1.14M in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.