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Net Worth Advisory Group’s UnitedHealth UNH Stock Holding History

Net Worth Advisory 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 		$360K Sell
866
-177
-17% -$65.6K 0.09% 232
2026
Q1 		$282K Sell
1,043
-94
-8% -$28K 0.06% 324
2025
Q4 		$375K Sell
1,137
-128
-10% -$43.4K 0.08% 254
2025
Q3 		$437K Sell
1,265
-270
-18% -$81.7K 0.13% 183
2025
Q2 		$479K Sell
1,535
-2,107
-58% -$805K 0.11% 199
2025
Q1 		$1.91M Buy
3,642
+21
+0.6% +$10.7K 0.6% 25
2024
Q4 		$1.83M Sell
3,621
-42
-1% -$23.9K 0.56% 29
2024
Q3 		$2.14M Buy
+3,663
New +$2.07M 0.64% 22

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Net Worth Advisory Group's UNH Position: Q2 2026 in Review

Net Worth Advisory Group reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $65.6K and leaving 866 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #232.

Net Worth Advisory Group first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q3 2024. 652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Net Worth Advisory Group held 866 shares of UnitedHealth worth $360K as of Q2 2026.
  • Net Worth Advisory Group sold 177 UnitedHealth shares in Q2 2026, an estimated $65.6K.
  • UnitedHealth made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #232 holding.
  • Net Worth Advisory Group first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's UnitedHealth position peaked at $2.14M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.