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Portside Wealth Group’s UnitedHealth UNH Stock Holding History

Portside Wealth Group’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 		$651K Buy
1,566
+113
+8% +$41.9K 0.08% 255
2026
Q1 		$393K Sell
1,453
-168
-10% -$50K 0.05% 310
2025
Q4 		$535K Buy
1,621
+234
+17% +$79.3K 0.07% 244
2025
Q3 		$479K Sell
1,387
-249
-15% -$75.3K 0.07% 260
2025
Q2 		$510K Sell
1,636
-4,407
-73% -$1.68M 0.08% 242
2025
Q1 		$3.16M Sell
6,043
-509
-8% -$260K 0.52% 55
2024
Q4 		$3.31M Sell
6,552
-3,078
-32% -$1.75M 0.55% 48
2024
Q3 		$5.63M Buy
9,630
+285
+3% +$161K 0.96% 23
2024
Q2 		$4.76M Sell
9,345
-284
-3% -$139K 0.91% 24
2024
Q1 		$4.76M Sell
9,629
-544
-5% -$277K 0.88% 26
2023
Q4 		$5.36M Sell
10,173
-826
-8% -$441K 1% 19
2023
Q3 		$5.55M Buy
10,999
+107
+1% +$52.7K 1.04% 22
2023
Q2 		$5.24M Buy
+10,892
New +$5.33M 0.97% 25

Other funds holding UNH

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 22.94% 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
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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Portside Wealth Group's UNH Position: Q2 2026 in Review

Portside Wealth Group increased its UnitedHealth (UNH) stake by 7.8% in Q2 2026, buying an estimated $41.9K and bringing the position to 1,566 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #255.

Portside Wealth Group first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.63M in Q3 2024. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Portside Wealth Group held 1,566 shares of UnitedHealth worth $651K as of Q2 2026.
  • Portside Wealth Group bought 113 UnitedHealth shares in Q2 2026, an estimated $41.9K.
  • UnitedHealth made up 0.08% of Portside Wealth Group's portfolio in Q2 2026, its #255 holding.
  • Portside Wealth Group first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's UnitedHealth position peaked at $5.63M in Q3 2024.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.