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Octavia Wealth Advisors’s UnitedHealth UNH Stock Holding History

Octavia 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 		$547K Sell
1,317
-2
-0.2% -$741 0.05% 114
2026
Q1 		$357K Sell
1,319
-68
-5% -$20.3K 0.03% 165
2025
Q4 		$458K Buy
1,387
+78
+6% +$26.4K 0.04% 143
2025
Q3 		$452K Buy
1,309
+135
+11% +$40.8K 0.05% 143
2025
Q2 		$366K Buy
1,174
+448
+62% +$171K 0.04% 147
2025
Q1 		$380K Buy
726
+44
+6% +$22.5K 0.05% 146
2024
Q4 		$345K Sell
682
-94
-12% -$53.4K 0.04% 150
2024
Q3 		$454K Sell
776
-54
-7% -$30.5K 0.06% 124
2024
Q2 		$423K Buy
830
+17
+2% +$8.33K 0.06% 135
2024
Q1 		$402K Sell
813
-56
-6% -$28.5K 0.06% 140
2023
Q4 		$458K Buy
869
+32
+4% +$17.1K 0.08% 126
2023
Q3 		$422K Buy
837
+69
+9% +$34K 0.09% 110
2023
Q2 		$369K Buy
768
+12
+2% +$5.87K 0.07% 122
2023
Q1 		$357K Buy
756
+65
+9% +$31.4K 0.08% 114
2022
Q4 		$366K Sell
691
-32
-4% -$17K 0.09% 118
2022
Q3 		$365K Sell
723
-17
-2% -$8.94K 0.1% 110
2022
Q2 		$380K Buy
740
+60
+9% +$30.1K 0.1% 111
2022
Q1 		$347K Sell
680
-49
-7% -$23.6K 0.08% 127
2021
Q4 		$366K Buy
729
+43
+6% +$19.5K 0.08% 131
2021
Q3 		$266K Buy
+686
New +$284K 0.07% 146

Other funds holding UNH

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 22.94% 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
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its UnitedHealth (UNH) stake by 0.15% in Q2 2026, selling an estimated $741 and leaving 1,317 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #114.

Octavia Wealth Advisors first reported a position in UNH in Q3 2021 and has held it in 20 quarters since. 1,801 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Octavia Wealth Advisors held 1,317 shares of UnitedHealth worth $547K as of Q2 2026.
  • Octavia Wealth Advisors sold 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up 0.05% of Octavia Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Octavia Wealth Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 20 quarters since.
  • 1,801 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.