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Motive Wealth Advisors’s UnitedHealth UNH Stock Holding History

Motive 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 		$362K Buy
872
+86
+11% +$31.9K 0.15% 64
2026
Q1 		$213K Sell
786
-36
-4% -$10.7K 0.1% 87
2025
Q4 		$271K Buy
822
+15
+2% +$5.08K 0.12% 75
2025
Q3 		$279K Buy
+807
New +$244K 0.12% 68
2025
Q2 		– Sell
-763
Closed -$400K – 89
2025
Q1 		$400K Buy
763
+8
+1% +$4.09K 0.21% 49
2024
Q4 		$382K Buy
755
+110
+17% +$62.5K 0.21% 50
2024
Q3 		$328K Hold
645
– – 0.2% 49
2024
Q2 		$328K Sell
645
-20
-3% -$9.8K 0.2% 49
2024
Q1 		$329K Buy
665
+224
+51% +$114K 0.2% 55
2023
Q4 		$232K Sell
441
-101
-19% -$53.9K 0.27% 39
2023
Q3 		$273K Sell
542
-10
-2% -$4.92K 0.3% 40
2023
Q2 		$265K Sell
552
-121
-18% -$59.2K 0.27% 44
2023
Q1 		$318K Sell
673
-229
-25% -$111K 0.35% 38
2022
Q4 		$478K Buy
902
+86
+11% +$45.6K 0.37% 32
2022
Q3 		$412K Buy
816
+388
+91% +$204K 0.33% 34
2022
Q2 		$220K Sell
428
-46
-10% -$23.1K 0.17% 73
2022
Q1 		$241K Buy
+474
New +$229K 0.17% 73

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Motive Wealth Advisors increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $31.9K and bringing the position to 872 shares worth $362K. The position accounts for 0.15% of the portfolio, ranked #64.

Motive Wealth Advisors first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $478K in Q4 2022. 803 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Motive Wealth Advisors held 872 shares of UnitedHealth worth $362K as of Q2 2026.
  • Motive Wealth Advisors bought 86 UnitedHealth shares in Q2 2026, an estimated $31.9K.
  • UnitedHealth made up 0.15% of Motive Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Motive Wealth Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • Motive Wealth Advisors's UnitedHealth position peaked at $478K in Q4 2022.
  • 803 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.