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Mission Wealth Management’s UnitedHealth UNH Stock Holding History

Mission 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
2025
Q3 		– Hold
0
– -$62.4K – 738
2025
Q2 		– Hold
0
– – – 675

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

Mission Wealth Management's UNH Position: Q2 2026 in Review

Mission Wealth Management increased its UnitedHealth (UNH) stake by 28% in Q2 2026, buying an estimated $1.56M and bringing the position to 18,946 shares worth $7.87M. The position accounts for 0.1% of the portfolio, ranked #128.

Mission Wealth Management first reported a position in UNH in Q3 2015 and has held it in 44 quarters since. The position peaked at $12.4M in Q1 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mission Wealth Management held 18,946 shares of UnitedHealth worth $7.87M as of Q2 2026.
  • Mission Wealth Management bought 4,201 UnitedHealth shares in Q2 2026, an estimated $1.56M.
  • UnitedHealth made up 0.1% of Mission Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Mission Wealth Management first reported a position in UnitedHealth in Q3 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's UnitedHealth position peaked at $12.4M in Q1 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.