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One Charles Private Wealth Services’s UnitedHealth UNH Stock Holding History

One Charles Private Wealth Services’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 		$268K Buy
+645
New +$239K 0.06% 145
2026
Q1 		– Sell
-675
Closed -$223K – 174
2025
Q4 		$223K Buy
675
+3
+0.4% +$1.02K 0.06% 152
2025
Q3 		$232K Buy
672
+14
+2% +$4.23K 0.06% 143
2025
Q2 		$205K Sell
658
-26
-4% -$9.94K 0.06% 154
2025
Q1 		$358K Buy
684
+66
+11% +$33.7K 0.12% 92
2024
Q4 		$313K Buy
618
+26
+4% +$14.8K 0.11% 104
2024
Q3 		$346K Hold
592
– – 0.13% 102
2024
Q2 		$301K Hold
592
– – 0.13% 109
2024
Q1 		$293K Buy
592
+8
+1% +$4.07K 0.13% 113
2023
Q4 		$307K Hold
584
– – 0.16% 102
2023
Q3 		$294K Buy
584
+10
+2% +$4.92K 0.17% 90
2023
Q2 		$276K Hold
574
– – 0.16% 103
2023
Q1 		$271K Sell
574
-3
-0.5% -$1.45K 0.17% 100
2022
Q4 		$306K Sell
577
-3
-0.5% -$1.59K 0.2% 86
2022
Q3 		$293K Buy
580
+3
+0.5% +$1.58K 0.19% 87
2022
Q2 		$289K Sell
577
-116
-17% -$58.3K 0.19% 90
2022
Q1 		$353K Buy
693
+4
+0.6% +$1.93K 0.22% 77
2021
Q4 		$346K Buy
689
+19
+3% +$8.6K 0.2% 82
2021
Q3 		$262K Hold
670
– – 0.15% 99
2021
Q2 		$268K Buy
+670
New +$267K 0.18% 92

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

One Charles Private Wealth Services's UNH Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in UnitedHealth (UNH) in Q2 2026: 645 shares worth $268K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings. This is a return to the name: One Charles Private Wealth Services previously reported a position in UNH as recently as Q4 2025.

One Charles Private Wealth Services first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $358K in Q1 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • One Charles Private Wealth Services held 645 shares of UnitedHealth worth $268K as of Q2 2026.
  • UnitedHealth was a new One Charles Private Wealth Services position in Q2 2026.
  • UnitedHealth made up 0.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #145 holding.
  • One Charles Private Wealth Services first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
  • One Charles Private Wealth Services's UnitedHealth position peaked at $358K in Q1 2025.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.