MN Wealth Advisors’s UnitedHealth UNH Stock Holding History

MN 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	$226K	Sell	544 -617	-53%	-$229K	0.1%	122
2026 Q1	$314K	Sell	1,161 -4	-0.3%	-$1.19K	0.15%	96
2025 Q4	$385K	Buy	1,165 +70	+6%	+$23.7K	0.19%	78
2025 Q3	$378K	Buy	1,095 +166	+18%	+$50.2K	0.2%	82
2025 Q2	$290K	Buy	+929	New	+$355K	0.17%	92
2024 Q4	–	Sell	-460	Closed	-$269K	–	106
2024 Q3	$269K	Sell	460 -84	-15%	-$47.5K	0.15%	82
2024 Q2	$277K	Buy	544 +21	+4%	+$10.3K	0.16%	86
2024 Q1	$259K	Sell	523 -63	-11%	-$32K	0.16%	79
2023 Q4	$309K	Buy	+586	New	+$313K	0.21%	70

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

MN Wealth Advisors reduced its UnitedHealth (UNH) stake by 53% in Q2 2026, selling an estimated $229K and leaving 544 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #122.

MN Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $385K in Q4 2025. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

MN Wealth Advisors held 544 shares of UnitedHealth worth $226K as of Q2 2026.
MN Wealth Advisors sold 617 UnitedHealth shares in Q2 2026, an estimated $229K.
UnitedHealth made up 0.1% of MN Wealth Advisors's portfolio in Q2 2026, its #122 holding.
MN Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
MN Wealth Advisors's UnitedHealth position peaked at $385K in Q4 2025.
3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.