MOKAN Wealth Management’s UnitedHealth UNH Stock Holding History

MOKAN 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	$301K	Sell	727 -58	-7%	-$21.5K	0.12%	84
2026 Q1	$213K	Sell	785 -92	-10%	-$27.4K	0.09%	107
2025 Q4	$291K	Sell	877 -41	-4%	-$13.9K	0.13%	79
2025 Q3	$318K	Sell	918 -7,867	-90%	-$2.38M	0.16%	75
2025 Q2	$2.74M	Buy	8,785 +3,424	+64%	+$1.31M	1.53%	21
2025 Q1	$2.81M	Buy	5,361 +790	+17%	+$404K	1.69%	18
2024 Q4	$2.31M	Buy	+4,571	New	+$2.6M	1.47%	21

Other funds holding UNH

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MOKAN Wealth Management reduced its UnitedHealth (UNH) stake by 7.4% in Q2 2026, selling an estimated $21.5K and leaving 727 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #84.

MOKAN Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q1 2025. 1,576 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

MOKAN Wealth Management held 727 shares of UnitedHealth worth $301K as of Q2 2026.
MOKAN Wealth Management sold 58 UnitedHealth shares in Q2 2026, an estimated $21.5K.
UnitedHealth made up 0.12% of MOKAN Wealth Management's portfolio in Q2 2026, its #84 holding.
MOKAN Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
MOKAN Wealth Management's UnitedHealth position peaked at $2.81M in Q1 2025.
1,576 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.