Moss Adams Wealth Advisors’s UnitedHealth UNH Stock Holding History

Moss Adams 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	$1.92M	Buy	4,631 +566	+14%	+$210K	0.12%	59
2026 Q1	$1.1M	Sell	4,065 -639	-14%	-$190K	0.08%	78
2025 Q4	$1.55M	Buy	4,704 +148	+3%	+$50.2K	0.11%	55
2025 Q3	$1.57M	Buy	4,556 +1,515	+50%	+$458K	0.12%	55
2025 Q2	$949K	Sell	3,041 -1,444	-32%	-$552K	0.09%	83
2025 Q1	$2.35M	Buy	4,485 +363	+9%	+$186K	0.25%	35
2024 Q4	$2.09M	Sell	4,122 -198	-5%	-$113K	0.22%	36
2024 Q3	$2.53M	Buy	4,320 +394	+10%	+$223K	0.28%	30
2024 Q2	$2M	Buy	3,926 +396	+11%	+$194K	0.28%	32
2024 Q1	$1.75M	Buy	3,530 +248	+8%	+$126K	0.28%	34
2023 Q4	$1.73M	Buy	3,282 +185	+6%	+$98.7K	0.36%	27
2023 Q3	$1.56M	Buy	3,097 +135	+5%	+$66.4K	0.53%	20
2023 Q2	$1.42M	Buy	2,962 +80	+3%	+$39.1K	0.46%	26
2023 Q1	$1.36M	Sell	2,882 -235	-8%	-$113K	0.46%	21
2022 Q4	$1.65M	Buy	+3,117	New	+$1.65M	0.83%	21

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

Moss Adams Wealth Advisors's UNH Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its UnitedHealth (UNH) stake by 14% in Q2 2026, buying an estimated $210K and bringing the position to 4,631 shares worth $1.92M. The position accounts for 0.12% of the portfolio, ranked #59.

Moss Adams Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Moss Adams Wealth Advisors held 4,631 shares of UnitedHealth worth $1.92M as of Q2 2026.
Moss Adams Wealth Advisors bought 566 UnitedHealth shares in Q2 2026, an estimated $210K.
UnitedHealth made up 0.12% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Moss Adams Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
Moss Adams Wealth Advisors's UnitedHealth position peaked at $2.53M in Q3 2024.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.