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Networth Advisors’s UnitedHealth UNH Stock Holding History

Networth 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 		$1.67K Hold
4
– – ﹤0.01% 292
2026
Q1 		$1.08K Sell
4
-3
-43% -$893 ﹤0.01% 326
2025
Q4 		$2.31K Buy
+7
New +$2.37K ﹤0.01% 249

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Networth Advisors's UNH Position: Q2 2026 in Review

Networth Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 4 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Networth Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.31K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Networth Advisors held 4 shares of UnitedHealth worth $1.67K as of Q2 2026.
  • Networth Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #292 holding.
  • Networth Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's UnitedHealth position peaked at $2.31K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.