MWA
UNH icon

Monograph Wealth Advisors’s UnitedHealth UNH Stock Holding History

Monograph 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 		$457K Sell
1,100
-74
-6% -$27.4K 0.04% 99
2026
Q1 		$318K Buy
1,174
+75
+7% +$22.3K 0.03% 117
2025
Q4 		$363K Hold
1,099
– – 0.04% 104
2025
Q3 		$380K Buy
1,099
+111
+11% +$33.6K 0.04% 108
2025
Q2 		$308K Buy
988
+21
+2% +$8.03K 0.04% 103
2025
Q1 		$507K Sell
967
-210
-18% -$107K 0.07% 71
2024
Q4 		$596K Buy
1,177
+66
+6% +$37.5K 0.08% 62
2024
Q3 		$650K Hold
1,111
– – 0.08% 63
2024
Q2 		$566K Buy
+1,111
New +$545K 0.08% 62

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

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

Monograph Wealth Advisors reduced its UnitedHealth (UNH) stake by 6.3% in Q2 2026, selling an estimated $27.4K and leaving 1,100 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #99.

Monograph Wealth Advisors first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $650K in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Monograph Wealth Advisors held 1,100 shares of UnitedHealth worth $457K as of Q2 2026.
  • Monograph Wealth Advisors sold 74 UnitedHealth shares in Q2 2026, an estimated $27.4K.
  • UnitedHealth made up 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Monograph Wealth Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • Monograph Wealth Advisors's UnitedHealth position peaked at $650K in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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