Midland Wealth Advisors’s UnitedHealth UNH Stock Holding History

Midland 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	$430K	Sell	1,034 -257	-20%	-$95.3K	0.02%	120
2026 Q1	$349K	Sell	1,291 -143	-10%	-$42.6K	0.02%	128
2025 Q4	$473K	Sell	1,434 -615	-30%	-$208K	0.02%	112
2025 Q3	$708K	Buy	2,049 +231	+13%	+$69.9K	0.04%	93
2025 Q2	$567K	Sell	1,818 -262	-13%	-$100K	0.03%	113
2025 Q1	$1.09M	Sell	2,080 -435	-17%	-$222K	0.06%	74
2024 Q4	$1.27M	Sell	2,515 -210	-8%	-$119K	0.08%	70
2024 Q3	$1.59M	Sell	2,725 -62	-2%	-$35.1K	0.09%	61
2024 Q2	$1.42M	Sell	2,787 -340	-11%	-$167K	0.08%	60
2024 Q1	$1.55M	Buy	3,127 +231	+8%	+$117K	0.1%	58
2023 Q4	$1.52M	Buy	+2,896	New	+$1.54M	0.1%	55

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Midland Wealth Advisors reduced its UnitedHealth (UNH) stake by 20% in Q2 2026, selling an estimated $95.3K and leaving 1,034 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #120.

Midland Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Midland Wealth Advisors held 1,034 shares of UnitedHealth worth $430K as of Q2 2026.
Midland Wealth Advisors sold 257 UnitedHealth shares in Q2 2026, an estimated $95.3K.
UnitedHealth made up 0.02% of Midland Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Midland Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's UnitedHealth position peaked at $1.59M in Q3 2024.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.