National Wealth Management Group’s UnitedHealth UNH Stock Holding History

National Wealth Management Group’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	$1.14M	Sell	2,742 -18	-0.7%	-$6.67K	0.35%	69
2026 Q1	$747K	Sell	2,760 -6	-0.2%	-$1.79K	0.28%	84
2025 Q4	$913K	Sell	2,766 -2,452	-47%	-$831K	0.32%	77
2025 Q3	$1.8M	Buy	5,218 +2,954	+130%	+$893K	0.68%	32
2025 Q2	$706K	Buy	+2,264	New	+$865K	0.4%	55

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

National Wealth Management Group's UNH Position: Q2 2026 in Review

National Wealth Management Group reduced its UnitedHealth (UNH) stake by 0.65% in Q2 2026, selling an estimated $6.67K and leaving 2,742 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #69.

National Wealth Management Group first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 870 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

National Wealth Management Group held 2,742 shares of UnitedHealth worth $1.14M as of Q2 2026.
National Wealth Management Group sold 18 UnitedHealth shares in Q2 2026, an estimated $6.67K.
UnitedHealth made up 0.35% of National Wealth Management Group's portfolio in Q2 2026, its #69 holding.
National Wealth Management Group first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
National Wealth Management Group's UnitedHealth position peaked at $1.8M in Q3 2025.
870 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.