Optivise Advisory Services’s UnitedHealth UNH Stock Holding History

Optivise Advisory 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	$220K	Buy	+529	New	+$196K	0.11%	202
2026 Q1	–	Sell	-776	Closed	-$256K	–	215
2025 Q4	$256K	Buy	776 +186	+32%	+$63K	0.15%	155
2025 Q3	$204K	Buy	+590	New	+$178K	0.12%	187
2025 Q2	–	Sell	-930	Closed	-$487K	–	221
2025 Q1	$487K	Buy	930 +69	+8%	+$35.3K	0.27%	86
2024 Q4	$436K	Sell	861 -28	-3%	-$15.9K	0.23%	99
2024 Q3	$520K	Sell	889 -4	-0.4%	-$2.26K	0.27%	76
2024 Q2	$455K	Buy	+893	New	+$438K	0.25%	88

Other funds holding UNH

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Optivise Advisory Services's UNH Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in UnitedHealth (UNH) in Q2 2026: 529 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #202 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in UNH as recently as Q4 2025.

Optivise Advisory Services first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. The position peaked at $520K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Optivise Advisory Services held 529 shares of UnitedHealth worth $220K as of Q2 2026.
UnitedHealth was a new Optivise Advisory Services position in Q2 2026.
UnitedHealth made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #202 holding.
Optivise Advisory Services first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
Optivise Advisory Services's UnitedHealth position peaked at $520K in Q3 2024.
1,126 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.