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Onyx Bridge Wealth Group’s UnitedHealth UNH Stock Holding History

Onyx Bridge Wealth Group’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 		$270K Buy
+650
New +$241K 0.02% 323
2026
Q1 		– Sell
-631
Closed -$208K – 387
2025
Q4 		$208K Sell
631
-52
-8% -$17.6K 0.02% 336
2025
Q3 		$236K Buy
683
+22
+3% +$6.65K 0.03% 310
2025
Q2 		$206K Sell
661
-227
-26% -$86.8K 0.03% 284
2025
Q1 		$465K Sell
888
-410
-32% -$210K 0.07% 164
2024
Q4 		$657K Sell
1,298
-188
-13% -$107K 0.09% 138
2024
Q3 		$869K Sell
1,486
-25
-2% -$14.1K 0.13% 111
2024
Q2 		$770K Sell
1,511
-140
-8% -$68.6K 0.13% 112
2024
Q1 		$818K Sell
1,651
-185
-10% -$94K 0.15% 105
2023
Q4 		$967K Buy
1,836
+435
+31% +$232K 0.2% 81
2023
Q3 		$706K Buy
1,401
+422
+43% +$208K 0.17% 97
2023
Q2 		$471K Buy
979
+193
+25% +$94.4K 0.11% 130
2023
Q1 		$372K Buy
786
+85
+12% +$41K 0.15% 109
2022
Q4 		$343K Buy
701
+28
+4% +$14.8K 0.14% 110
2022
Q3 		$337K Sell
673
-29
-4% -$15.2K 0.15% 113
2022
Q2 		$366K Buy
702
+12
+2% +$6.03K 0.16% 85
2022
Q1 		$355K Sell
690
-82
-11% -$39.5K 0.13% 84
2021
Q4 		$388K Buy
772
+227
+42% +$103K 0.13% 92
2021
Q3 		$232K Buy
+545
New +$226K 0.09% 130

Other funds holding UNH

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Onyx Bridge Wealth Group's UNH Position: Q2 2026 in Review

Onyx Bridge Wealth Group opened a new position in UnitedHealth (UNH) in Q2 2026: 650 shares worth $270K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings. This is a return to the name: Onyx Bridge Wealth Group previously reported a position in UNH as recently as Q4 2025.

Onyx Bridge Wealth Group first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $967K in Q4 2023. 1,155 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Onyx Bridge Wealth Group held 650 shares of UnitedHealth worth $270K as of Q2 2026.
  • UnitedHealth was a new Onyx Bridge Wealth Group position in Q2 2026.
  • UnitedHealth made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #323 holding.
  • Onyx Bridge Wealth Group first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • Onyx Bridge Wealth Group's UnitedHealth position peaked at $967K in Q4 2023.
  • 1,155 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.