Better Way Financial, LLC’s UnitedHealth UNH Stock Holding History

Better Way Financial, LLC’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	$591K	Buy	+1,420	New	+$526K	0.5%	7

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Better Way Financial, LLC's UNH Position: Q2 2026 in Review

Better Way Financial, LLC opened a new position in UnitedHealth (UNH) in Q2 2026: 1,420 shares worth $591K. The stake represents 0.5% of the portfolio and ranks #7 among its holdings.

1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Better Way Financial, LLC held 1,420 shares of UnitedHealth worth $591K as of Q2 2026.
UnitedHealth was a new Better Way Financial, LLC position in Q2 2026.
UnitedHealth made up 0.5% of Better Way Financial, LLC's portfolio in Q2 2026, its #7 holding.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Better Way Financial, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.