MWM
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Modera Wealth Management’s UnitedHealth UNH Stock Holding History

Modera 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
2026
Q2 		$4.03M Buy
9,699
+782
+9% +$290K 0.04% 205
2026
Q1 		$2.41M Sell
8,917
-3,417
-28% -$1.02M 0.03% 244
2025
Q4 		$4.07M Sell
12,334
-897
-7% -$304K 0.05% 204
2025
Q3 		$4.57M Sell
13,231
-986
-7% -$298K 0.05% 189
2025
Q2 		$4.44M Sell
14,217
-21,080
-60% -$8.06M 0.05% 191
2025
Q1 		$18.5M Sell
35,297
-1,039
-3% -$531K 0.25% 82
2024
Q4 		$18.4M Sell
36,336
-201
-0.6% -$114K 0.22% 83
2024
Q3 		$21.4M Buy
36,537
+257
+0.7% +$145K 0.27% 74
2024
Q2 		$18.5M Sell
36,280
-1,235
-3% -$605K 0.27% 80
2024
Q1 		$18.6M Sell
37,515
-956
-2% -$486K 0.28% 75
2023
Q4 		$20.3M Sell
38,471
-1,266
-3% -$675K 0.34% 71
2023
Q3 		$20M Buy
39,737
+1,646
+4% +$810K 0.38% 65
2023
Q2 		$18.3M Buy
38,091
+32,756
+614% +$16M 0.33% 71
2023
Q1 		$2.52M Buy
5,335
+58
+1% +$28K 0.1% 83
2022
Q4 		$2.8M Sell
5,277
-1
-0% -$530 0.11% 81
2022
Q3 		$2.67M Sell
5,278
-81
-2% -$42.6K 0.14% 79
2022
Q2 		$2.75M Sell
5,359
-21
-0.4% -$10.5K 0.13% 79
2022
Q1 		$2.74M Buy
5,380
+82
+2% +$39.5K 0.12% 83
2021
Q4 		$2.66M Buy
5,298
+3,992
+306% +$1.81M 0.1% 96
2021
Q3 		$510K Sell
1,306
-88
-6% -$36.4K 0.03% 154
2021
Q2 		$558K Sell
1,394
-26
-2% -$10.4K 0.03% 142
2021
Q1 		$528K Buy
1,420
+32
+2% +$11.1K 0.03% 137
2020
Q4 		$487K Buy
+1,388
New +$465K 0.04% 138

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Modera Wealth Management increased its UnitedHealth (UNH) stake by 8.8% in Q2 2026, buying an estimated $290K and bringing the position to 9,699 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #205.

Modera Wealth Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.4M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Modera Wealth Management held 9,699 shares of UnitedHealth worth $4.03M as of Q2 2026.
  • Modera Wealth Management bought 782 UnitedHealth shares in Q2 2026, an estimated $290K.
  • UnitedHealth made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Modera Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Modera Wealth Management's UnitedHealth position peaked at $21.4M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.