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Pension & Wealth Management Advisors’s UnitedHealth UNH Stock Holding History

Pension & Wealth Management 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 		$25.8K Sell
62
-10
-14% -$3.71K 0.01% 382
2026
Q1 		$19.5K Hold
72
– – 0.01% 364
2025
Q4 		$23.8K Hold
72
– – 0.01% 364
2025
Q3 		$24.9K Buy
72
+7
+11% +$2.12K 0.01% 349
2025
Q2 		$20.3K Sell
65
-100
-61% -$38.2K 0.01% 325
2025
Q1 		$86.4K Sell
165
-74
-31% -$37.8K 0.03% 210
2024
Q4 		$121K Sell
239
-48
-17% -$27.3K 0.05% 179
2024
Q3 		$168K Buy
287
+100
+53% +$56.6K 0.09% 103
2024
Q2 		$95.4K Hold
187
– – 0.05% 155
2024
Q1 		$92.7K Buy
187
+31
+20% +$15.8K 0.06% 150
2023
Q4 		$82.1K Buy
156
+75
+93% +$40K 0.05% 151
2023
Q3 		$40.8K Hold
81
– – 0.03% 171
2023
Q2 		$38.9K Hold
81
– – 0.03% 175
2023
Q1 		$38.3K Buy
81
+11
+16% +$5.31K 0.03% 173
2022
Q4 		$37.1K Buy
+70
New +$37.1K 0.03% 169

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's UNH Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $3.71K and leaving 62 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #382.

Pension & Wealth Management Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $168K in Q3 2024. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Pension & Wealth Management Advisors held 62 shares of UnitedHealth worth $25.8K as of Q2 2026.
  • Pension & Wealth Management Advisors sold 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #382 holding.
  • Pension & Wealth Management Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Pension & Wealth Management Advisors's UnitedHealth position peaked at $168K in Q3 2024.
  • 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.