One Wealth Capital Management’s UnitedHealth UNH Stock Holding History

One Wealth Capital Management’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	$214K	Buy	+516	New	+$191K	0.06%	219
2025 Q2	–	Sell	-1,096	Closed	-$574K	–	115
2025 Q1	$574K	Sell	1,096 -59	-5%	-$30.2K	0.31%	53
2024 Q4	$584K	Buy	+1,155	New	+$656K	0.3%	51

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

One Wealth Capital Management's UNH Position: Q2 2026 in Review

One Wealth Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 516 shares worth $214K. The stake represents 0.06% of the portfolio and ranks #219 among its holdings. This is a return to the name: One Wealth Capital Management previously reported a position in UNH as recently as Q1 2025.

One Wealth Capital Management first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $584K in Q4 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

One Wealth Capital Management held 516 shares of UnitedHealth worth $214K as of Q2 2026.
UnitedHealth was a new One Wealth Capital Management position in Q2 2026.
UnitedHealth made up 0.06% of One Wealth Capital Management's portfolio in Q2 2026, its #219 holding.
One Wealth Capital Management first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
One Wealth Capital Management's UnitedHealth position peaked at $584K in Q4 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.