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Olistico Wealth’s UnitedHealth UNH Stock Holding History

Olistico Wealth’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 		$569K Buy
1,369
+273
+25% +$101K 0.24% 64
2026
Q1 		$297K Buy
1,096
+490
+81% +$146K 0.15% 81
2025
Q4 		$200K Hold
606
– – 0.1% 93
2025
Q3 		$209K Sell
606
-33
-5% -$9.98K 0.11% 94
2025
Q2 		$199K Sell
639
-35
-5% -$13.4K 0.11% 97
2025
Q1 		$353K Buy
674
+95
+16% +$48.6K 0.22% 74
2024
Q4 		$293K Sell
579
-28
-5% -$15.9K 0.17% 82
2024
Q3 		$355K Buy
607
+7
+1% +$3.96K 0.22% 78
2024
Q2 		$306K Sell
600
-15
-2% -$7.35K 0.2% 84
2024
Q1 		$304K Sell
615
-3
-0.5% -$1.52K 0.22% 85
2023
Q4 		$326K Hold
618
– – 0.25% 80
2023
Q3 		$312K Sell
618
-15
-2% -$7.38K 0.28% 80
2023
Q2 		$304K Sell
633
-5
-0.8% -$2.44K 0.26% 89
2023
Q1 		$302K Buy
638
+244
+62% +$118K 0.29% 79
2022
Q4 		$209K Buy
+394
New +$209K 0.23% 96

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

Olistico Wealth's UNH Position: Q2 2026 in Review

Olistico Wealth increased its UnitedHealth (UNH) stake by 25% in Q2 2026, buying an estimated $101K and bringing the position to 1,369 shares worth $569K. The position accounts for 0.24% of the portfolio, ranked #64.

Olistico Wealth first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Olistico Wealth held 1,369 shares of UnitedHealth worth $569K as of Q2 2026.
  • Olistico Wealth bought 273 UnitedHealth shares in Q2 2026, an estimated $101K.
  • UnitedHealth made up 0.24% of Olistico Wealth's portfolio in Q2 2026, its #64 holding.
  • Olistico Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.