Physician Wealth Advisors’s UnitedHealth UNH Stock Holding History

Physician Wealth 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	$280K	Buy	673 +92	+16%	+$34.1K	0.03%	171
2026 Q1	$157K	Sell	581 -22	-4%	-$6.55K	0.02%	220
2025 Q4	$199K	Sell	603 -163	-21%	-$55.2K	0.03%	204
2025 Q3	$265K	Buy	766 +295	+63%	+$89.2K	0.04%	155
2025 Q2	$147K	Sell	471 -82	-15%	-$31.3K	0.02%	226
2025 Q1	$290K	Sell	553 -119	-18%	-$60.8K	0.05%	141
2024 Q4	$340K	Sell	672 -7	-1%	-$3.98K	0.06%	126
2024 Q3	$378K	Sell	679 -30	-4%	-$17K	0.07%	113
2024 Q2	$389K	Buy	709 +14	+2%	+$6.86K	0.07%	108
2024 Q1	$326K	Buy	695 +297	+75%	+$151K	0.07%	122
2023 Q4	$204K	Buy	398 +5	+1%	+$2.67K	0.05%	161
2023 Q3	$207K	Buy	+393	New	+$193K	0.05%	142

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 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

Physician Wealth Advisors's UNH Position: Q2 2026 in Review

Physician Wealth Advisors increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $34.1K and bringing the position to 673 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #171.

Physician Wealth Advisors first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $389K in Q2 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Physician Wealth Advisors held 673 shares of UnitedHealth worth $280K as of Q2 2026.
Physician Wealth Advisors bought 92 UnitedHealth shares in Q2 2026, an estimated $34.1K.
UnitedHealth made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #171 holding.
Physician Wealth Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Physician Wealth Advisors's UnitedHealth position peaked at $389K in Q2 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.