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Meridian Wealth Partners’s UnitedHealth UNH Stock Holding History

Meridian Wealth Partners’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 		$320K Buy
+771
New +$286K 0.04% 93
2026
Q1 		– Sell
-781
Closed -$258K – 125
2025
Q4 		$258K Sell
781
-36
-4% -$12.2K 0.04% 93
2025
Q3 		$282K Buy
+817
New +$247K 0.04% 91
2025
Q2 		– Sell
-789
Closed -$413K – 116
2025
Q1 		$413K Sell
789
-86
-10% -$44K 0.07% 70
2024
Q4 		$442K Buy
875
+6
+0.7% +$3.41K 0.07% 66
2024
Q3 		$508K Buy
869
+3
+0.3% +$1.7K 0.08% 59
2024
Q2 		$441K Buy
866
+61
+8% +$29.9K 0.08% 60
2024
Q1 		$398K Buy
805
+55
+7% +$28K 0.07% 65
2023
Q4 		$395K Buy
750
+63
+9% +$33.6K 0.08% 60
2023
Q3 		$346K Buy
687
+96
+16% +$47.2K 0.07% 66
2023
Q2 		$284K Buy
591
+45
+8% +$22K 0.06% 73
2023
Q1 		$258K Buy
546
+80
+17% +$38.6K 0.06% 79
2022
Q4 		$247K Buy
466
+51
+12% +$27K 0.06% 73
2022
Q3 		$210K Buy
415
+18
+5% +$9.46K 0.05% 80
2022
Q2 		$204K Buy
+397
New +$199K 0.05% 78
2021
Q2 		– Sell
-252
Closed -$94K – 1201
2021
Q1 		$94K Buy
252
+72
+40% +$24.9K 0.03% 117
2020
Q4 		$63K Hold
180
– – 0.03% 126
2020
Q3 		$56K Buy
180
+19
+12% +$5.84K 0.03% 124
2020
Q2 		$47K Buy
161
+9
+6% +$2.58K 0.03% 133
2020
Q1 		$38K Buy
152
+55
+57% +$15.1K 0.02% 138
2019
Q4 		$29K Buy
+97
New +$25.4K 0.02% 168

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

Meridian Wealth Partners's UNH Position: Q2 2026 in Review

Meridian Wealth Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 771 shares worth $320K. The stake represents 0.04% of the portfolio and ranks #93 among its holdings. This is a return to the name: Meridian Wealth Partners previously reported a position in UNH as recently as Q4 2025.

Meridian Wealth Partners first reported a position in UNH in Q4 2019 and has held it in 21 quarters since. The position peaked at $508K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Meridian Wealth Partners held 771 shares of UnitedHealth worth $320K as of Q2 2026.
  • UnitedHealth was a new Meridian Wealth Partners position in Q2 2026.
  • UnitedHealth made up 0.04% of Meridian Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Meridian Wealth Partners first reported a position in UnitedHealth in Q4 2019 and has held it in 21 quarters since.
  • Meridian Wealth Partners's UnitedHealth position peaked at $508K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.