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Peterson Wealth Services’s UnitedHealth UNH Stock Holding History

Peterson Wealth 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 		$2.07M Buy
4,973
+395
+9% +$146K 0.45% 56
2026
Q1 		$1.24M Buy
4,578
+187
+4% +$55.7K 0.31% 61
2025
Q4 		$1.45M Buy
4,391
+3,195
+267% +$1.08M 0.37% 54
2025
Q3 		$1.59M Sell
1,196
-3,222
-73% -$974K 0.39% 50
2025
Q2 		$1.38M Buy
4,418
+87
+2% +$33.3K 0.38% 50
2025
Q1 		$2.27M Buy
4,331
+598
+16% +$306K 0.7% 44
2024
Q4 		$1.89M Buy
3,733
+63
+2% +$35.8K 0.57% 45
2024
Q3 		$2.15M Buy
3,670
+2,773
+309% +$1.57M 0.69% 41
2024
Q2 		$457K Buy
897
+9
+1% +$4.41K 0.16% 94
2024
Q1 		$439K Buy
888
+10
+1% +$5.08K 0.16% 92
2023
Q4 		$462K Buy
878
+14
+2% +$7.47K 0.2% 64
2023
Q3 		$435K Buy
864
+17
+2% +$8.37K 0.33% 48
2023
Q2 		$407K Buy
847
+7
+0.8% +$3.42K 0.2% 68
2023
Q1 		$397K Buy
840
+232
+38% +$112K 0.2% 72
2022
Q4 		$322K Sell
608
-4
-0.7% -$2.12K 0.18% 69
2022
Q3 		$309K Buy
612
+44
+8% +$23.1K 0.22% 71
2022
Q2 		$292K Buy
568
+21
+4% +$10.5K 0.21% 73
2022
Q1 		$279K Buy
547
+68
+14% +$32.8K 0.17% 78
2021
Q4 		$241K Buy
+479
New +$217K 0.16% 80

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
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

Peterson Wealth Services's UNH Position: Q2 2026 in Review

Peterson Wealth Services increased its UnitedHealth (UNH) stake by 8.6% in Q2 2026, buying an estimated $146K and bringing the position to 4,973 shares worth $2.07M. The position accounts for 0.45% of the portfolio, ranked #56.

Peterson Wealth Services first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.27M in Q1 2025. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Peterson Wealth Services held 4,973 shares of UnitedHealth worth $2.07M as of Q2 2026.
  • Peterson Wealth Services bought 395 UnitedHealth shares in Q2 2026, an estimated $146K.
  • UnitedHealth made up 0.45% of Peterson Wealth Services's portfolio in Q2 2026, its #56 holding.
  • Peterson Wealth Services first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's UnitedHealth position peaked at $2.27M in Q1 2025.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.