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MPWM Advisory Solutions’s UnitedHealth UNH Stock Holding History

MPWM Advisory Solutions’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 		$2.08K Hold
5
– – ﹤0.01% 488
2026
Q1 		$1.35K Sell
5
-289
-98% -$86.1K ﹤0.01% 522
2025
Q4 		$97.1K Buy
294
+163
+124% +$55.2K 0.05% 130
2025
Q3 		$45.2K Buy
131
+120
+1,091% +$36.3K 0.03% 176
2025
Q2 		$3.43K Sell
11
-1
-8% -$382 ﹤0.01% 394
2025
Q1 		$6.29K Hold
12
– – ﹤0.01% 339
2024
Q4 		$6.07K Buy
+12
New +$6.82K ﹤0.01% 357

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MPWM Advisory Solutions's UNH Position: Q2 2026 in Review

MPWM Advisory Solutions held its UnitedHealth (UNH) position steady in Q2 2026 at 5 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

MPWM Advisory Solutions first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.1K in Q4 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • MPWM Advisory Solutions held 5 shares of UnitedHealth worth $2.08K as of Q2 2026.
  • MPWM Advisory Solutions left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #488 holding.
  • MPWM Advisory Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's UnitedHealth position peaked at $97.1K in Q4 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.