Modern Wealth Management’s UnitedHealth UNH Stock Holding History

Modern 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	$2.77M	Buy	6,669 +1,693	+34%	+$628K	0.03%	341
2026 Q1	$1.36M	Sell	4,976 -257	-5%	-$76.5K	0.02%	360
2025 Q4	$1.73M	Buy	5,233 +304	+6%	+$103K	0.03%	321
2025 Q3	$1.7M	Sell	4,929 -2,613	-35%	-$790K	0.03%	304
2025 Q2	$2.35M	Buy	7,542 +546	+8%	+$209K	0.06%	249
2025 Q1	$3.66M	Buy	6,996 +226	+3%	+$116K	0.12%	150
2024 Q4	$3.42M	Buy	6,770 +319	+5%	+$181K	0.13%	139
2024 Q3	$3.77M	Buy	6,451 +382	+6%	+$216K	0.23%	72
2024 Q2	$3.09M	Buy	6,069 +755	+14%	+$370K	0.23%	63
2024 Q1	$2.63M	Buy	5,314 +4,176	+367%	+$2.12M	0.24%	57
2023 Q4	$599K	Buy	+1,138	New	+$607K	0.08%	82

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its UnitedHealth (UNH) stake by 34% in Q2 2026, buying an estimated $628K and bringing the position to 6,669 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #341.

Modern Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.77M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Modern Wealth Management held 6,669 shares of UnitedHealth worth $2.77M as of Q2 2026.
Modern Wealth Management bought 1,693 UnitedHealth shares in Q2 2026, an estimated $628K.
UnitedHealth made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #341 holding.
Modern Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's UnitedHealth position peaked at $3.77M in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.