Meridian Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.19M | Buy |
5,269
+178
| +3% | +$66K | 0.25% | 69 |
|
|
2026
Q1 | $1.38M | Sell |
5,091
-6,288
| -55% | -$1.87M | 0.18% | 79 |
|
|
2025
Q4 | $3.76M | Sell |
11,379
-1,365
| -11% | -$463K | 0.52% | 49 |
|
|
2025
Q3 | $4.4M | Sell |
12,744
-617
| -5% | -$187K | 0.62% | 46 |
|
|
2025
Q2 | $4.17M | Buy |
13,361
+433
| +3% | +$165K | 0.66% | 41 |
|
|
2025
Q1 | $6.77M | Sell |
12,928
-265
| -2% | -$135K | 1.15% | 24 |
|
|
2024
Q4 | $6.67M | Buy |
13,193
+115
| +0.9% | +$65.3K | 1.1% | 22 |
|
|
2024
Q3 | $7.65M | Buy |
13,078
+8
| +0.1% | +$4.53K | 1.28% | 19 |
|
|
2024
Q2 | $6.66M | Buy |
13,070
+465
| +4% | +$228K | 1.19% | 21 |
|
|
2024
Q1 | $6.24M | Buy |
12,605
+692
| +6% | +$352K | 1.17% | 22 |
|
|
2023
Q4 | $6.27M | Buy |
11,913
+199
| +2% | +$106K | 1.37% | 17 |
|
|
2023
Q3 | $5.91M | Buy |
11,714
+202
| +2% | +$99.4K | 1.48% | 14 |
|
|
2023
Q2 | $5.53M | Buy |
11,512
+920
| +9% | +$450K | 1.34% | 14 |
|
|
2023
Q1 | $5.01M | Buy |
10,592
+248
| +2% | +$120K | 1.25% | 18 |
|
|
2022
Q4 | $5.48M | Buy |
10,344
+48
| +0.5% | +$25.4K | 1.41% | 14 |
|
|
2022
Q3 | $5.2M | Sell |
10,296
-25
| -0.2% | -$13.1K | 1.46% | 12 |
|
|
2022
Q2 | $5.3M | Sell |
10,321
-313
| -3% | -$157K | 1.41% | 13 |
|
|
2022
Q1 | $5.42M | Buy |
10,634
+1,088
| +11% | +$525K | 1.26% | 17 |
|
|
2021
Q4 | $4.79M | Buy |
9,546
+397
| +4% | +$180K | 1.16% | 19 |
|
|
2021
Q3 | $3.58M | Buy |
9,149
+143
| +2% | +$59.2K | 1% | 21 |
|
|
2021
Q2 | $3.61M | Buy |
9,006
+311
| +4% | +$124K | 1.02% | 19 |
|
|
2021
Q1 | $3.23M | Buy |
8,695
+264
| +3% | +$91.5K | 1.07% | 19 |
|
|
2020
Q4 | $2.96M | Buy |
8,431
+212
| +3% | +$71.1K | 1.08% | 19 |
|
|
2020
Q3 | $2.56M | Sell |
8,219
-474
| -5% | -$146K | 1.1% | 18 |
|
|
2020
Q2 | $2.56M | Buy |
8,693
+2,127
| +32% | +$609K | 1.19% | 18 |
|
|
2020
Q1 | $1.64M | Sell |
6,566
-1,681
| -20% | -$463K | 0.9% | 23 |
|
|
2019
Q4 | $2.42M | Buy |
8,247
+32
| +0.4% | +$8.37K | 0.95% | 25 |
|
|
2019
Q3 | $1.78M | Buy |
8,215
+4,331
| +112% | +$1.05M | 0.76% | 26 |
|
|
2019
Q2 | $1.08M | Buy |
3,884
+824
| +27% | +$198K | 0.75% | 27 |
|
|
2019
Q1 | $757K | Buy |
3,060
+1,126
| +58% | +$287K | 0.55% | 38 |
|
|
2018
Q4 | $482K | Buy |
+1,934
| New | +$511K | 0.37% | 51 |
|
Other funds holding UNH
Meridian Wealth Advisors's UNH Position: Q2 2026 in Review
Meridian Wealth Advisors increased its UnitedHealth (UNH) stake by 3.5% in Q2 2026, buying an estimated $66K and bringing the position to 5,269 shares worth $2.19M. The position accounts for 0.25% of the portfolio, ranked #69.
Meridian Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.65M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Meridian Wealth Advisors held 5,269 shares of UnitedHealth worth $2.19M as of Q2 2026.
- Meridian Wealth Advisors bought 178 UnitedHealth shares in Q2 2026, an estimated $66K.
- UnitedHealth made up 0.25% of Meridian Wealth Advisors's portfolio in Q2 2026, its #69 holding.
- Meridian Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Meridian Wealth Advisors's UnitedHealth position peaked at $7.65M in Q3 2024.
- 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.