Morey & Quinn Wealth Partners’s UnitedHealth UNH Stock Holding History

Morey & Quinn Wealth Partners’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	$718K	Buy	1,728 +7	+0.4%	+$2.6K	0.46%	56
2026 Q1	$466K	Buy	1,721 +22	+1%	+$6.55K	0.33%	74
2025 Q4	$561K	Buy	1,699 +1	+0.1%	+$339	0.4%	60
2025 Q3	$586K	Sell	1,698 -80	-4%	-$24.2K	0.43%	56
2025 Q2	$555K	Buy	1,778 +77	+5%	+$29.4K	0.44%	55
2025 Q1	$891K	Buy	1,701 +69	+4%	+$35.3K	0.74%	31
2024 Q4	$826K	Buy	+1,632	New	+$927K	0.7%	32

Other funds holding UNH

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Morey & Quinn Wealth Partners's UNH Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its UnitedHealth (UNH) stake by 0.41% in Q2 2026, buying an estimated $2.6K and bringing the position to 1,728 shares worth $718K. The position accounts for 0.46% of the portfolio, ranked #56.

Morey & Quinn Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $891K in Q1 2025. 1,155 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Morey & Quinn Wealth Partners held 1,728 shares of UnitedHealth worth $718K as of Q2 2026.
Morey & Quinn Wealth Partners bought 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
UnitedHealth made up 0.46% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #56 holding.
Morey & Quinn Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's UnitedHealth position peaked at $891K in Q1 2025.
1,155 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.