PWA
UNH icon

Principia Wealth Advisory’s UnitedHealth UNH Stock Holding History

Principia Wealth Advisory’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 		$38.7K Buy
93
+33
+55% +$12.2K 0.02% 144
2026
Q1 		$16.2K Buy
60
+9
+18% +$2.68K 0.01% 174
2025
Q4 		$16.8K Buy
51
+5
+11% +$1.69K 0.01% 162
2025
Q3 		$15.9K Buy
46
+3
+7% +$907 0.01% 170
2025
Q2 		$13.4K Buy
43
+12
+39% +$4.59K 0.01% 149
2025
Q1 		$17.9K Buy
31
+8
+35% +$4.09K 0.02% 114
2024
Q4 		$11.6K Buy
+23
New +$13.1K 0.01% 121

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principia Wealth Advisory's UNH Position: Q2 2026 in Review

Principia Wealth Advisory increased its UnitedHealth (UNH) stake by 55% in Q2 2026, buying an estimated $12.2K and bringing the position to 93 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #144.

Principia Wealth Advisory first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Principia Wealth Advisory held 93 shares of UnitedHealth worth $38.7K as of Q2 2026.
  • Principia Wealth Advisory bought 33 UnitedHealth shares in Q2 2026, an estimated $12.2K.
  • UnitedHealth made up 0.02% of Principia Wealth Advisory's portfolio in Q2 2026, its #144 holding.
  • Principia Wealth Advisory first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.