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Petros Family Wealth’s UnitedHealth UNH Stock Holding History

Petros Family Wealth’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
2025
Q4 		– Sell
-100
Closed -$34.5K – 171
2025
Q3 		$34.5K Hold
100
– – 0.03% 134
2025
Q2 		$31.2K Buy
+100
New +$38.2K 0.03% 130

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Petros Family Wealth's UNH Position: Q2 2026 in Review

Petros Family Wealth increased its UnitedHealth (UNH) stake by 38% in Q2 2026, buying an estimated $910K and bringing the position to 8,931 shares worth $3.71M. The position accounts for 2.27% of the portfolio, ranked #11.

Petros Family Wealth first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.33M in Q1 2025. 1,984 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Petros Family Wealth held 8,931 shares of UnitedHealth worth $3.71M as of Q2 2026.
  • Petros Family Wealth bought 2,455 UnitedHealth shares in Q2 2026, an estimated $910K.
  • UnitedHealth made up 2.27% of Petros Family Wealth's portfolio in Q2 2026, its #11 holding.
  • Petros Family Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's UnitedHealth position peaked at $4.33M in Q1 2025.
  • 1,984 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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