Mosley Wealth Management’s UnitedHealth UNH Stock Holding History

Mosley 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	$381K	Sell	916 -401	-30%	-$149K	0.12%	114
2026 Q1	$455K	Buy	1,317 +16	+1%	+$4.76K	0.21%	103
2025 Q4	$482K	Buy	+1,301	New	+$441K	0.22%	104
2024 Q4	$753K	Buy	1,400 +121	+9%	+$68.8K	0.47%	48
2024 Q3	$731K	Buy	1,279 +118	+10%	+$66.7K	0.5%	44
2024 Q2	$591K	Buy	1,161 +263	+29%	+$129K	0.5%	43
2024 Q1	$444K	Sell	898 -9	-1%	-$4.58K	0.42%	54
2023 Q4	$478K	Buy	+907	New	+$484K	0.47%	44

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Mosley Wealth Management reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $149K and leaving 916 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #114.

Mosley Wealth Management first reported a position in UNH in Q4 2023 and has held it in 8 quarters since. The position peaked at $753K in Q4 2024. 2,081 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mosley Wealth Management held 916 shares of UnitedHealth worth $381K as of Q2 2026.
Mosley Wealth Management sold 401 UnitedHealth shares in Q2 2026, an estimated $149K.
UnitedHealth made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #114 holding.
Mosley Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's UnitedHealth position peaked at $753K in Q4 2024.
2,081 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.