Precedent Wealth Partners’s UnitedHealth UNH Stock Holding History

Precedent Wealth Partners’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	$2.12M	Buy	5,103 +601	+13%	+$223K	0.35%	82
2026 Q1	$1.22M	Buy	4,502 +791	+21%	+$236K	0.24%	105
2025 Q4	$1.23M	Buy	3,711 +865	+30%	+$293K	0.26%	104
2025 Q3	$983K	Sell	2,846 -299	-10%	-$90.4K	0.22%	109
2025 Q2	$981K	Buy	3,145 +775	+33%	+$296K	0.24%	105
2025 Q1	$1.24M	Buy	2,370 +572	+32%	+$292K	0.34%	83
2024 Q4	$910K	Buy	1,798 +7	+0.4%	+$3.98K	0.3%	88
2024 Q3	$1.05M	Buy	+1,791	New	+$1.01M	0.35%	78

Other funds holding UNH

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Precedent Wealth Partners's UNH Position: Q2 2026 in Review

Precedent Wealth Partners increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $223K and bringing the position to 5,103 shares worth $2.12M. The position accounts for 0.35% of the portfolio, ranked #82.

Precedent Wealth Partners first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. 1,090 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Precedent Wealth Partners held 5,103 shares of UnitedHealth worth $2.12M as of Q2 2026.
Precedent Wealth Partners bought 601 UnitedHealth shares in Q2 2026, an estimated $223K.
UnitedHealth made up 0.35% of Precedent Wealth Partners's portfolio in Q2 2026, its #82 holding.
Precedent Wealth Partners first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
1,090 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.