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Opal Wealth Advisors’s UnitedHealth UNH Stock Holding History

Opal 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 		$1.68M Buy
4,040
+268
+7% +$99.3K 0.36% 32
2026
Q1 		$1.02M Buy
3,772
+104
+3% +$31K 0.23% 41
2025
Q4 		$1.21M Sell
3,668
-184
-5% -$62.4K 0.32% 36
2025
Q3 		$1.33M Sell
3,852
-2,828
-42% -$855K 0.37% 32
2025
Q2 		$2.08M Buy
6,680
+2,337
+54% +$893K 0.58% 22
2025
Q1 		$2.27M Buy
4,343
+221
+5% +$113K 0.7% 18
2024
Q4 		$2.09M Sell
4,122
-413
-9% -$235K 0.63% 27
2024
Q3 		$2.65M Buy
4,535
+710
+19% +$402K 0.83% 21
2024
Q2 		$1.95M Sell
3,825
-77
-2% -$37.7K 0.63% 25
2024
Q1 		$1.93M Sell
3,902
-179
-4% -$91K 0.65% 28
2023
Q4 		$2.15M Sell
4,081
-2
-0% -$1.07K 0.85% 21
2023
Q3 		$2.06M Buy
4,083
+82
+2% +$40.4K 1.2% 11
2023
Q2 		$1.92M Buy
4,001
+1,487
+59% +$727K 0.96% 14
2023
Q1 		$1.19M Buy
2,514
+17
+0.7% +$8.2K 0.69% 15
2022
Q4 		$1.32M Buy
2,497
+75
+3% +$39.7K 0.73% 18
2022
Q3 		$1.22M Sell
2,422
-7
-0.3% -$3.68K 0.89% 15
2022
Q2 		$1.25M Sell
2,429
-82
-3% -$41.2K 0.83% 17
2022
Q1 		$1.28M Sell
2,511
-242
-9% -$117K 1.12% 16
2021
Q4 		$1.38M Buy
2,753
+351
+15% +$159K 0.87% 24
2021
Q3 		$939K Sell
2,402
-124
-5% -$51.4K 0.9% 20
2021
Q2 		$1.01M Sell
2,526
-82
-3% -$32.7K 0.94% 18
2021
Q1 		$970K Sell
2,608
-18
-0.7% -$6.24K 1.05% 12
2020
Q4 		$921K Buy
+2,626
New +$880K 1.15% 11

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 $3.37T AUM 44.26% 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

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

Opal Wealth Advisors increased its UnitedHealth (UNH) stake by 7.1% in Q2 2026, buying an estimated $99.3K and bringing the position to 4,040 shares worth $1.68M. The position accounts for 0.36% of the portfolio, ranked #32.

Opal Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.65M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Opal Wealth Advisors held 4,040 shares of UnitedHealth worth $1.68M as of Q2 2026.
  • Opal Wealth Advisors bought 268 UnitedHealth shares in Q2 2026, an estimated $99.3K.
  • UnitedHealth made up 0.36% of Opal Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Opal Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's UnitedHealth position peaked at $2.65M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.