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One Wealth Advisors’s UnitedHealth UNH Stock Holding History

One 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 		$237K Buy
+570
New +$211K 0.03% 296
2026
Q1 		– Sell
-1,255
Closed -$414K – 327
2025
Q4 		$414K Sell
1,255
-292
-19% -$99K 0.05% 196
2025
Q3 		$534K Buy
1,547
+222
+17% +$67.1K 0.07% 156
2025
Q2 		$413K Sell
1,325
-3,132
-70% -$1.2M 0.06% 180
2025
Q1 		$2.33M Buy
4,457
+751
+20% +$384K 0.35% 53
2024
Q4 		$1.87M Buy
3,706
+138
+4% +$78.4K 0.28% 59
2024
Q3 		$2.09M Sell
3,568
-19
-0.5% -$10.7K 0.32% 50
2024
Q2 		$2M Buy
3,587
+232
+7% +$114K 0.43% 36
2024
Q1 		$1.66M Buy
3,355
+1,185
+55% +$602K 0.29% 55
2023
Q4 		$1.14M Buy
2,170
+13
+0.6% +$6.93K 0.22% 63
2023
Q3 		$1.09M Sell
2,157
-7
-0.3% -$3.44K 0.24% 62
2023
Q2 		$1.04M Sell
2,164
-29
-1% -$14.2K 0.22% 63
2023
Q1 		$1.04M Buy
2,193
+390
+22% +$188K 0.24% 62
2022
Q4 		$956K Buy
1,803
+68
+4% +$36K 0.22% 66
2022
Q3 		$876K Sell
1,735
-104
-6% -$54.7K 0.29% 49
2022
Q2 		$945K Buy
1,839
+27
+1% +$13.6K 0.25% 58
2022
Q1 		$924K Buy
1,812
+564
+45% +$272K 0.23% 58
2021
Q4 		$627K Buy
1,248
+6
+0.5% +$2.72K 0.16% 71
2021
Q3 		$485K Buy
+1,242
New +$514K 0.14% 96
2019
Q2 		– Sell
-15
Closed -$4K – 458
2019
Q1 		$4K Sell
15
-230,201
-100% -$58.7M ﹤0.01% 408
2018
Q4 		$280K Buy
230,216
+230,200
+1,438,750% +$60.8M 0.28% 60
2018
Q3 		$4K Hold
16
– – ﹤0.01% 445
2018
Q2 		$4K Buy
+16
New +$3.84K ﹤0.01% 440
2018
Q1 		– Sell
-29
Closed -$6K – 579
2017
Q4 		$6K Buy
+29
New +$6.15K ﹤0.01% 392

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

One Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 570 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #296 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in UNH as recently as Q4 2025.

One Wealth Advisors first reported a position in UNH in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.33M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • One Wealth Advisors held 570 shares of UnitedHealth worth $237K as of Q2 2026.
  • UnitedHealth was a new One Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #296 holding.
  • One Wealth Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 24 quarters since.
  • One Wealth Advisors's UnitedHealth position peaked at $2.33M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.