Moran Wealth Management’s UnitedHealth UNH Stock Holding History

Moran 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	$601K	Buy	1,446 +391	+37%	+$145K	0.02%	412
2026 Q1	$285K	Sell	1,055 -47	-4%	-$14K	0.01%	423
2025 Q4	$364K	Buy	+1,102	New	+$373K	0.01%	428
2025 Q1	–	Sell	-28,229	Closed	-$14.3M	–	487
2024 Q4	$14.3M	Sell	28,229 -488	-2%	-$277K	0.46%	78
2024 Q3	$16.8M	Sell	28,717 -454	-2%	-$257K	0.52%	67
2024 Q2	$14.9M	Buy	29,171 +102	+0.4%	+$50K	0.49%	71
2024 Q1	$14.4M	Buy	29,069 +2,338	+9%	+$1.19M	0.47%	74
2023 Q4	$14.1M	Sell	26,731 -976	-4%	-$521K	0.5%	62
2023 Q3	$14M	Sell	27,707 -21,781	-44%	-$10.7M	0.54%	67
2023 Q2	$23.8M	Sell	49,488 -2,149	-4%	-$1.05M	0.89%	21
2023 Q1	$24.4M	Buy	51,637 +2,689	+5%	+$1.3M	0.92%	20
2022 Q4	$26M	Buy	+48,948	New	+$25.9M	0.99%	19

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

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

Moran Wealth Management increased its UnitedHealth (UNH) stake by 37% in Q2 2026, buying an estimated $145K and bringing the position to 1,446 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #412.

Moran Wealth Management first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $26M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Moran Wealth Management held 1,446 shares of UnitedHealth worth $601K as of Q2 2026.
Moran Wealth Management bought 391 UnitedHealth shares in Q2 2026, an estimated $145K.
UnitedHealth made up 0.02% of Moran Wealth Management's portfolio in Q2 2026, its #412 holding.
Moran Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
Moran Wealth Management's UnitedHealth position peaked at $26M in Q4 2022.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.