Omnia Family Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $365K | Buy |
878
+127
| +17% | +$47.1K | 0.1% | 64 |
|
|
2026
Q1 | $203K | Sell |
751
-437
| -37% | -$130K | 0.06% | 88 |
|
|
2025
Q4 | $392K | Buy |
1,188
+24
| +2% | +$8.13K | 0.12% | 61 |
|
|
2025
Q3 | $402K | Buy |
+1,164
| New | +$352K | 0.13% | 57 |
|
|
2025
Q2 | – | Sell |
-1,125
| Closed | -$589K | – | 106 |
|
|
2025
Q1 | $589K | Buy |
1,125
+258
| +30% | +$132K | 0.25% | 38 |
|
|
2024
Q4 | $439K | Sell |
867
-27
| -3% | -$15.3K | 0.18% | 42 |
|
|
2024
Q3 | $523K | Buy |
894
+112
| +14% | +$63.3K | 0.22% | 42 |
|
|
2024
Q2 | $398K | Buy |
782
+69
| +10% | +$33.8K | 0.17% | 50 |
|
|
2024
Q1 | $353K | Buy |
713
+110
| +18% | +$55.9K | 0.17% | 50 |
|
|
2023
Q4 | $317K | Buy |
603
+189
| +46% | +$101K | 0.16% | 50 |
|
|
2023
Q3 | $209K | Buy |
+414
| New | +$204K | 0.13% | 63 |
|
|
2023
Q1 | – | Sell |
-414
| Closed | -$219K | – | 73 |
|
|
2022
Q4 | $219K | Hold |
414
| – | – | 0.18% | 61 |
|
|
2022
Q3 | $209K | Hold |
414
| – | – | 0.17% | 59 |
|
|
2022
Q2 | $213K | Hold |
414
| – | – | 0.16% | 62 |
|
|
2022
Q1 | $211K | Hold |
414
| – | – | 0.14% | 68 |
|
|
2021
Q4 | $208K | Buy |
+414
| New | +$187K | 0.13% | 71 |
|
|
2020
Q2 | – | Sell |
-1,082
| Closed | -$270K | – | 76 |
|
|
2020
Q1 | $270K | Sell |
1,082
-60
| -5% | -$16.5K | 0.28% | 55 |
|
|
2019
Q4 | $336K | Hold |
1,142
| – | – | 0.15% | 66 |
|
|
2019
Q3 | $248K | Hold |
1,142
| – | – | 0.18% | 73 |
|
|
2019
Q2 | $279K | Buy |
1,142
+108
| +10% | +$26K | 0.14% | 76 |
|
|
2019
Q1 | $256K | Sell |
1,034
-69
| -6% | -$17.6K | 0.13% | 77 |
|
|
2018
Q4 | $275K | Hold |
1,103
| – | – | 0.15% | 69 |
|
|
2018
Q3 | $293K | Hold |
1,103
| – | – | 0.13% | 69 |
|
|
2018
Q2 | $271K | Hold |
1,103
| – | – | 0.13% | 71 |
|
|
2018
Q1 | $236K | Buy |
1,103
+91
| +9% | +$20.8K | 0.11% | 79 |
|
|
2017
Q4 | $223K | Hold |
1,012
| – | – | 0.1% | 83 |
|
|
2017
Q3 | $198K | Sell |
1,012
-87
| -8% | -$16.8K | 0.1% | 88 |
|
|
2017
Q2 | $204K | Sell |
1,099
-1,025
| -48% | -$180K | 0.1% | 86 |
|
|
2017
Q1 | $348K | Buy |
2,124
+2
| +0.1% | +$328 | 0.17% | 54 |
|
|
2016
Q4 | $340K | Buy |
+2,122
| New | +$317K | 0.17% | 62 |
|
Other funds holding UNH
PAM
ECSS
Omnia Family Wealth's UNH Position: Q2 2026 in Review
Omnia Family Wealth increased its UnitedHealth (UNH) stake by 17% in Q2 2026, buying an estimated $47.1K and bringing the position to 878 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #64.
Omnia Family Wealth first reported a position in UNH in Q4 2016 and has held it in 30 quarters since. The position peaked at $589K in Q1 2025. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Omnia Family Wealth held 878 shares of UnitedHealth worth $365K as of Q2 2026.
- Omnia Family Wealth bought 127 UnitedHealth shares in Q2 2026, an estimated $47.1K.
- UnitedHealth made up 0.1% of Omnia Family Wealth's portfolio in Q2 2026, its #64 holding.
- Omnia Family Wealth first reported a position in UnitedHealth in Q4 2016 and has held it in 30 quarters since.
- Omnia Family Wealth's UnitedHealth position peaked at $589K in Q1 2025.
- 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.